Filed December 27, 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 | $86,094 | $210,698-59.1% | $178,014-51.6% | $145,959-41.0% |
| Participation rate | 95.8% | 80.8%+15.1pp | 77.1%+18.7pp | 80.3%+15.5pp |
| Annual return | 14.58% | 386.27%-371.7pp | 294.80%-280.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $4,454 | $4,567-2.5% | $3,950+12.8% | $4,661-4.4% |
| Participant deferral / active EE | $6,171 | $6,958-11.3% | $6,276-1.7% | $6,689-7.7% |
| Admin fee / account holder | $93,145 | $12,016+675.2% | $10,362+799.0% | $13,398+595.2% |