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 | $147,079 | $61,660+138.5% | $80,019+83.8% | $64,186+129.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.07% | -0.33%-4.7pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,611 | $1,810+44.2% | $2,468+5.8% | $2,381+9.7% |
| Participant deferral / active EE | $1,982 | $2,968-33.2% | $3,686-46.2% | $3,470-42.9% |
| Admin fee / account holder | $9,764 | $5,417+80.2% | $6,521+49.7% | $4,888+99.7% |