Filed December 13, 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 | $181,000 | $60,349+199.9% | $74,183+144.0% | $62,891+187.8% |
| Participation rate | 95.7% | 72.7%+23.0pp | 76.6%+19.1pp | 69.3%+26.4pp |
| Annual return | 8.29% | 21.37%-13.1pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,704 | $1,680+60.9% | $2,370+14.1% | $2,281+18.6% |
| Participant deferral / active EE | $6,448 | $2,856+125.8% | $3,550+81.7% | $3,203+101.3% |
| Admin fee / account holder | $12,621 | $4,261+196.2% | $5,586+126.0% | $4,296+193.8% |