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 | $76,315 | $86,286-11.6% | $111,297-31.4% | $85,850-11.1% |
| Participation rate | 77.9% | 73.3%+4.6pp | 77.3%+0.6pp | 69.3%+8.6pp |
| Annual return | 11.19% | 19.99%-8.8pp | 54.65%-43.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,035 | $2,043-0.4% | $2,731-25.5% | $2,565-20.7% |
| Participant deferral / active EE | $4,090 | $3,641+12.3% | $4,487-8.9% | $3,952+3.5% |
| Admin fee / account holder | $15,481 | $8,188+89.1% | $7,964+94.4% | $6,260+147.3% |