Filed January 17, 2007 (most recent of 2 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 | $139,130 | $58,828+136.5% | $77,999+78.4% | $62,891+121.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 18.84% | 17.16%+1.7pp | 425.96%-407.1pp | 20.14%-1.3pp |
| Employer contribution / active EE | $2,000 | $1,672+19.6% | $2,470-19.0% | $2,281-12.3% |
| Participant deferral / active EE | $2,964 | $2,686+10.4% | $3,497-15.3% | $3,203-7.5% |
| Admin fee / account holder | $3,583 | $4,393-18.4% | $5,480-34.6% | $4,296-16.6% |