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 | $142,066 | $100,852+40.9% | $90,404+57.1% | $158,922-10.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.10% | 1724.20%-1712.1pp | 1293.02%-1280.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $21,502 | $3,689+482.9% | $3,262+559.2% | $4,761+351.6% |
| Participant deferral / active EE | $14,483 | $4,348+233.1% | $3,963+265.4% | $5,982+142.1% |
| Admin fee / account holder | $30,415 | $6,501+367.9% | $5,611+442.1% | $11,246+170.5% |