Filed March 27, 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 | $131,803 | $95,193+38.5% | $76,523+72.2% | $135,375-2.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.43% | 4.85%-9.3pp | -0.27%-4.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $11,891 | $3,302+260.1% | $2,647+349.2% | $4,779+148.8% |
| Participant deferral / active EE | $1,317 | $4,639-71.6% | $3,835-65.7% | $5,609-76.5% |
| Admin fee / account holder | $13,496 | $6,249+116.0% | $4,848+178.4% | $10,827+24.6% |