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 | $193,785 | $93,024+108.3% | $77,024+151.6% | $134,475+44.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.54% | 62.60%-77.1pp | 42.32%-56.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $11,071 | $3,418+223.9% | $2,812+293.7% | $4,740+133.6% |
| Participant deferral / active EE | $1,215 | $5,238-76.8% | $4,426-72.5% | $6,400-81.0% |
| Admin fee / account holder | $14,886 | $6,944+114.4% | $5,425+174.4% | $11,426+30.3% |