Filed March 9, 2007 (most recent of 4 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 | $113,268 | $67,606+67.5% | $82,313+37.6% | $70,131+61.5% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 17.51% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,078 | $1,755+18.4% | $2,428-14.4% | $2,342-11.3% |
| Participant deferral / active EE | $5,019 | $2,987+68.0% | $3,706+35.4% | $3,332+50.6% |
| Admin fee / account holder | $1,100 | $4,512-75.6% | $5,608-80.4% | $4,645-76.3% |