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 | $114,373 | $110,094+3.9% | $151,611-24.6% | $68,494+67.0% |
| Participation rate | 90.2% | 84.0%+6.3pp | 87.5%+2.7pp | 67.9%+22.4pp |
| Annual return | -16.70% | -10.12%-6.6pp | 3.33%-20.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $7,809 | $4,471+74.7% | $6,166+26.6% | $2,596+200.8% |
| Participant deferral / active EE | $12,381 | $6,527+89.7% | $8,363+48.0% | $4,027+207.4% |
| Admin fee / account holder | $12,622 | $7,719+63.5% | $11,616+8.7% | $5,403+133.6% |