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 | $137,380 | $65,365+110.2% | $92,893+47.9% | $72,985+88.2% |
| Participation rate | 82.0% | 68.3%+13.7pp | 76.0%+6.0pp | 69.5%+12.5pp |
| Annual return | 20.10% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,494 | $2,594-3.8% | $3,653-31.7% | $2,440+2.2% |
| Participant deferral / active EE | $5,496 | $3,128+75.7% | $4,236+29.7% | $3,607+52.3% |
| Admin fee / account holder | $1,403 | $4,251-67.0% | $5,794-75.8% | $5,124-72.6% |