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 | $210,648-59.1% | $177,989-51.6% | $145,922-41.0% |
| Participation rate | 95.8% | 80.8%+15.1pp | 77.1%+18.7pp | 80.3%+15.6pp |
| Annual return | 14.58% | 385.86%-371.3pp | 294.48%-279.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $4,454 | $4,565-2.4% | $3,949+12.8% | $4,660-4.4% |
| Participant deferral / active EE | $6,171 | $6,958-11.3% | $6,276-1.7% | $6,688-7.7% |
| Admin fee / account holder | $93,145 | $12,013+675.4% | $10,363+798.8% | $13,397+595.3% |