Filed March 14, 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 | $102,764 | $52,681+95.1% | $75,781+35.6% | $59,632+72.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.38% | 2.95%-4.3pp | 9.68%-11.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,808 | $2,193+28.0% | $3,323-15.5% | $2,203+27.5% |
| Participant deferral / active EE | $3,065 | $2,591+18.3% | $3,651-16.1% | $3,192-4.0% |
| Admin fee / account holder | $16,265 | $3,610+350.6% | $5,299+206.9% | $4,297+278.5% |