Filed October 31, 2007 (most recent of 6 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 | $192,659 | $99,341+93.9% | $84,750+127.3% | $273,961-29.7% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 7.63% | 22.93%-15.3pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $626 | $4,214-85.1% | $3,574-82.5% | $4,869-87.1% |
| Participant deferral / active EE | $7,220 | $4,269+69.1% | $3,712+94.5% | $5,287+36.6% |
| Admin fee / account holder | $875 | $6,644-86.8% | $5,332-83.6% | $10,132-91.4% |