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 | $220,938 | $109,327+102.1% | $89,391+147.2% | $158,922+39.0% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 13.91% | 345.68%-331.8pp | 245.62%-231.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $11,645 | $3,170+267.4% | $2,586+350.4% | $4,761+144.6% |
| Participant deferral / active EE | $1,317 | $4,598-71.4% | $3,890-66.2% | $5,982-78.0% |
| Admin fee / account holder | $2,651 | $6,153-56.9% | $4,881-45.7% | $11,246-76.4% |