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 | $47,817 | $87,870-45.6% | $113,168-57.7% | $74,304-35.6% |
| Participation rate | 90.2% | 70.7%+19.4pp | 76.6%+13.6pp | 60.3%+29.8pp |
| Annual return | 16.39% | 26.44%-10.1pp | 24.27%-7.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,179 | $2,277-4.3% | $2,975-26.7% | $2,241-2.8% |
| Participant deferral / active EE | $4,129 | $4,241-2.6% | $5,107-19.1% | $3,767+9.6% |
| Admin fee / account holder | $10,116 | $3,368+200.4% | $12,068-16.2% | $2,969+240.8% |