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 | $234,516 | $92,703+153.0% | $82,719+183.5% | $134,475+74.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -3.61% | 944.92%-948.5pp | 701.18%-704.8pp | 417.96%-421.6pp |
| Employer contribution / active EE | $27,891 | $3,274+751.9% | $3,009+826.9% | $4,740+488.5% |
| Participant deferral / active EE | $14,833 | $4,802+208.9% | $4,395+237.5% | $6,400+131.8% |
| Admin fee / account holder | $30,013 | $5,983+401.7% | $5,329+463.2% | $11,426+162.7% |