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 | $249,907 | $109,817+127.6% | $98,442+153.9% | $167,490+49.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 14.05% | 1956.69%-1942.6pp | 1492.73%-1478.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $23,133 | $3,224+617.5% | $2,960+681.6% | $4,837+378.2% |
| Participant deferral / active EE | $12,269 | $4,673+162.5% | $4,276+186.9% | $6,341+93.5% |
| Admin fee / account holder | $78,364 | $6,753+1060.5% | $5,949+1217.2% | $12,309+536.6% |