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 | $88,614 | $72,492+22.2% | $87,100+1.7% | $72,985+21.4% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 18.87% | 24.46%-5.6pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,424 | $1,894+28.0% | $2,521-3.9% | $2,440-0.7% |
| Participant deferral / active EE | $6,145 | $3,270+88.0% | $4,049+51.8% | $3,607+70.3% |
| Admin fee / account holder | $16,109 | $5,055+218.7% | $7,497+114.9% | $5,124+214.4% |