Filed March 28, 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 10-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 | $231,576 | $102,966+124.9% | $90,281+156.5% | $152,861+51.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.91% | 95.16%-73.3pp | 78.10%-56.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $18,141 | $3,139+478.0% | $2,854+535.6% | $4,762+280.9% |
| Participant deferral / active EE | $9,037 | $4,281+111.1% | $3,885+132.6% | $5,850+54.5% |
| Admin fee / account holder | $16,709 | $6,171+170.8% | $5,351+212.2% | $11,596+44.1% |