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 | $158,451 | $138,347+14.5% | $184,203-14.0% | $80,856+96.0% |
| Participation rate | 94.0% | 83.9%+10.1pp | 86.8%+7.2pp | 67.6%+26.4pp |
| Annual return | 15.05% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $9,289 | $4,850+91.5% | $6,427+44.5% | $2,755+237.2% |
| Participant deferral / active EE | $13,570 | $7,071+91.9% | $9,131+48.6% | $4,296+215.9% |
| Admin fee / account holder | $4,807 | $10,483-54.1% | $13,901-65.4% | $6,918-30.5% |