Filed November 29, 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 8-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 | $105,083 | $94,529+11.2% | $140,016-24.9% | $64,186+63.7% |
| Participation rate | 93.5% | 84.1%+9.4pp | 87.5%+6.0pp | 69.6%+23.9pp |
| Annual return | 0.00% | 7.77%-7.8pp | 651.12%-651.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $7,011 | $3,812+83.9% | $5,606+25.1% | $2,381+194.5% |
| Participant deferral / active EE | $9,764 | $5,250+86.0% | $6,927+41.0% | $3,470+181.4% |
| Admin fee / account holder | $13,031 | $6,741+93.3% | $10,705+21.7% | $4,888+166.6% |