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 | $131,869 | $96,635+36.5% | $86,612+52.3% | $139,434-5.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.23% | 106.41%-94.2pp | 591.07%-578.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $15,298 | $3,263+368.8% | $3,022+406.1% | $4,751+222.0% |
| Participant deferral / active EE | $9,289 | $4,836+92.1% | $4,438+109.3% | $6,710+38.4% |
| Admin fee / account holder | $11,439 | $6,408+78.5% | $5,614+103.8% | $11,403+0.3% |