Filed February 1, 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 | $95,938 | $146,267-34.4% | $197,124-51.3% | $82,448+16.4% |
| Participation rate | 77.5% | 84.0%-6.6pp | 86.7%-9.2pp | 68.1%+9.4pp |
| Annual return | 16.91% | 29.61%-12.7pp | 44.34%-27.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,751 | $4,723-20.6% | $6,227-39.8% | $2,551+47.1% |
| Participant deferral / active EE | $5,481 | $7,035-22.1% | $9,135-40.0% | $4,139+32.4% |
| Admin fee / account holder | $28,076 | $14,422+94.7% | $16,298+72.3% | $7,234+288.1% |