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 | $148,978-35.6% | $200,582-52.2% | $84,808+13.1% |
| Participation rate | 77.5% | 84.2%-6.8pp | 86.9%-9.4pp | 68.3%+9.2pp |
| Annual return | 16.91% | 28.16%-11.3pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,751 | $4,815-22.1% | $6,419-41.6% | $2,631+42.6% |
| Participant deferral / active EE | $5,481 | $7,142-23.3% | $9,331-41.3% | $4,212+30.1% |
| Admin fee / account holder | $28,076 | $13,977+100.9% | $16,305+72.2% | $7,344+282.3% |