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 | $104,621 | $56,897+83.9% | $84,750+23.4% | $62,891+66.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.07% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,607 | $2,400+8.6% | $3,574-27.1% | $2,281+14.3% |
| Participant deferral / active EE | $3,332 | $2,709+23.0% | $3,712-10.2% | $3,203+4.0% |
| Admin fee / account holder | $4,447 | $3,581+24.2% | $5,332-16.6% | $4,296+3.5% |