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 | $170,134 | $104,907+62.2% | $84,611+101.1% | $152,861+11.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 13.86% | 373.79%-359.9pp | 258.74%-244.9pp | 345.32%-331.5pp |
| Employer contribution / active EE | $13,849 | $3,302+319.5% | $2,652+422.2% | $4,762+190.8% |
| Participant deferral / active EE | $1,464 | $4,688-68.8% | $3,899-62.4% | $5,850-75.0% |
| Admin fee / account holder | $5,190 | $6,241-16.8% | $4,912+5.7% | $11,596-55.2% |