Filed January 17, 2007 (most recent of 3 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 | $234,763 | $72,492+223.8% | $87,100+169.5% | $72,985+221.7% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 23.52% | 24.46%-0.9pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $8,514 | $1,894+349.6% | $2,521+237.7% | $2,440+249.0% |
| Participant deferral / active EE | $13,743 | $3,270+320.3% | $4,049+239.4% | $3,607+281.0% |
| Admin fee / account holder | $6,549 | $5,055+29.6% | $7,497-12.6% | $5,124+27.8% |