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 | $218,658 | $67,606+223.4% | $82,313+165.6% | $70,131+211.8% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.0pp | 69.5%+24.3pp |
| Annual return | 16.91% | 21.57%-4.7pp | 25.88%-9.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,617 | $1,755+49.1% | $2,428+7.8% | $2,342+11.7% |
| Participant deferral / active EE | $6,879 | $2,987+130.3% | $3,706+85.6% | $3,332+106.5% |
| Admin fee / account holder | $4,635 | $4,512+2.7% | $5,608-17.3% | $4,645-0.2% |