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 | $53,703 | $80,968-33.7% | $96,544-44.4% | $75,163-28.6% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 15.20% | 27.06%-11.9pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,855 | $2,282-18.7% | $2,965-37.4% | $2,670-30.5% |
| Participant deferral / active EE | $3,538 | $3,928-9.9% | $4,851-27.1% | $4,125-14.2% |
| Admin fee / account holder | $4,830 | $6,724-28.2% | $8,252-41.5% | $5,651-14.5% |