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 | $180,205 | $148,978+21.0% | $200,582-10.2% | $84,808+112.5% |
| Participation rate | 93.6% | 84.2%+9.4pp | 86.9%+6.7pp | 68.3%+25.3pp |
| Annual return | 15.79% | 28.16%-12.4pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $9,882 | $4,815+105.2% | $6,419+54.0% | $2,631+275.6% |
| Participant deferral / active EE | $15,394 | $7,142+115.5% | $9,331+65.0% | $4,212+265.5% |
| Admin fee / account holder | $21,398 | $13,977+53.1% | $16,305+31.2% | $7,344+191.4% |