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 | $134,398 | $109,817+22.4% | $98,442+36.5% | $167,490-19.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 9.22% | 1956.69%-1947.5pp | 1492.73%-1483.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $13,674 | $3,224+324.1% | $2,960+362.0% | $4,837+182.7% |
| Participant deferral / active EE | $9,555 | $4,673+104.5% | $4,276+123.4% | $6,341+50.7% |
| Admin fee / account holder | $52,945 | $6,753+684.1% | $5,949+789.9% | $12,309+330.1% |