Filed December 19, 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 | $139,781 | $102,966+35.8% | $90,281+54.8% | $152,861-8.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.32% | 95.16%-78.8pp | 78.10%-61.8pp | 345.32%-329.0pp |
| Employer contribution / active EE | $14,058 | $3,139+347.9% | $2,854+392.5% | $4,762+195.2% |
| Participant deferral / active EE | $9,132 | $4,281+113.3% | $3,885+135.0% | $5,850+56.1% |
| Admin fee / account holder | $8,291 | $6,171+34.4% | $5,351+54.9% | $11,596-28.5% |