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 | $140,287 | $72,277+94.1% | $101,248+38.6% | $79,858+75.7% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 16.64% | 22.30%-5.7pp | 46.47%-29.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,094 | $2,692+15.0% | $3,660-15.4% | $2,471+25.2% |
| Participant deferral / active EE | $6,784 | $3,282+106.7% | $4,370+55.2% | $3,740+81.4% |
| Admin fee / account holder | $14,326 | $4,400+225.6% | $5,945+141.0% | $5,306+170.0% |