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 | $45,691 | $60,349-24.3% | $74,183-38.4% | $62,891-27.3% |
| Participation rate | 93.8% | 72.7%+21.0pp | 76.6%+17.1pp | 69.3%+24.4pp |
| Annual return | 6.61% | 21.37%-14.8pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,294 | $1,680-23.0% | $2,370-45.4% | $2,281-43.3% |
| Participant deferral / active EE | $2,919 | $2,856+2.2% | $3,550-17.8% | $3,203-8.9% |
| Admin fee / account holder | $12,053 | $4,261+182.9% | $5,586+115.8% | $4,296+180.6% |