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 | $237,227 | $73,004+225.0% | $90,749+161.4% | $68,494+246.3% |
| Participation rate | 90.9% | 70.8%+20.1pp | 75.7%+15.2pp | 67.9%+23.0pp |
| Annual return | -15.13% | -13.81%-1.3pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $5,990 | $2,193+173.1% | $2,921+105.1% | $2,596+130.7% |
| Participant deferral / active EE | $2,012 | $3,627-44.5% | $4,564-55.9% | $4,027-50.0% |
| Admin fee / account holder | $7,478 | $5,896+26.8% | $8,445-11.5% | $5,403+38.4% |