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 | $130,495 | $80,968+61.2% | $96,544+35.2% | $75,163+73.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.84% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $8,639 | $2,282+278.6% | $2,965+191.4% | $2,670+223.6% |
| Participant deferral / active EE | $11,055 | $3,928+181.4% | $4,851+127.9% | $4,125+168.0% |
| Admin fee / account holder | $31,203 | $6,724+364.0% | $8,252+278.1% | $5,651+452.2% |