Filed April 12, 2007 (most recent of 3 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 | $54,223 | $86,929-37.6% | $102,423-47.1% | $80,856-32.9% |
| Participation rate | 89.8% | 72.4%+17.4pp | 76.5%+13.3pp | 67.6%+22.2pp |
| Annual return | 12.80% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,741 | $2,369-26.5% | $3,023-42.4% | $2,755-36.8% |
| Participant deferral / active EE | $3,834 | $4,118-6.9% | $5,053-24.1% | $4,296-10.8% |
| Admin fee / account holder | $2,422 | $8,049-69.9% | $9,451-74.4% | $6,918-65.0% |