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 | $140,952 | $125,758+12.1% | $169,993-17.1% | $75,163+87.5% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.0%+4.5pp | 67.2%+24.3pp |
| Annual return | 20.11% | 27.20%-7.1pp | 53.37%-33.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $8,402 | $4,615+82.1% | $6,785+23.8% | $2,670+214.7% |
| Participant deferral / active EE | $12,281 | $6,837+79.6% | $10,408+18.0% | $4,125+197.7% |
| Admin fee / account holder | $1,758 | $8,173-78.5% | $12,815-86.3% | $5,651-68.9% |