Filed December 18, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,535 | $41,377-26.2% | $109,313-72.1% | $62,891-51.4% |
| Participation rate | 88.7% | 57.5%+31.1pp | 71.3%+17.4pp | 69.3%+19.4pp |
| Annual return | 6.20% | 11.05%-4.8pp | 22.07%-15.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,600 | $1,276+25.4% | $3,892-58.9% | $2,281-29.8% |
| Participant deferral / active EE | $4,340 | $2,045+112.2% | $3,166+37.1% | $3,203+35.5% |
| Admin fee / account holder | $8,136 | $2,884+182.1% | $5,666+43.6% | $4,296+89.4% |