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 | $140,537 | $73,515+91.2% | $62,995+123.1% | $147,584-4.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.18% | 175.43%-161.2pp | 87.57%-73.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $7,883 | $3,320+137.4% | $2,759+185.7% | $4,876+61.7% |
| Participant deferral / active EE | $9,142 | $4,185+118.4% | $3,329+174.6% | $5,439+68.1% |
| Admin fee / account holder | $7,257 | $5,953+21.9% | $3,600+101.6% | $10,885-33.3% |