Filed March 16, 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 | $92,547 | $64,307+43.9% | $57,343+61.4% | $125,391-26.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.60% | 25.12%-23.5pp | 24.39%-22.8pp | 282.22%-280.6pp |
| Employer contribution / active EE | $7,624 | $3,193+138.8% | $2,689+183.6% | $4,866+56.7% |
| Participant deferral / active EE | $7,611 | $3,848+97.8% | $3,162+140.7% | $5,352+42.2% |
| Admin fee / account holder | $18,213 | $5,242+247.5% | $3,356+442.8% | $9,540+90.9% |