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 | $144,738 | $67,331+115.0% | $60,874+137.8% | $134,475+7.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.22% | 49.93%-59.2pp | 16.90%-26.1pp | 417.96%-427.2pp |
| Employer contribution / active EE | $10,590 | $3,096+242.0% | $2,701+292.0% | $4,740+123.4% |
| Participant deferral / active EE | $12,679 | $4,538+179.4% | $3,817+232.2% | $6,400+98.1% |
| Admin fee / account holder | $6,392 | $4,582+39.5% | $3,224+98.2% | $11,426-44.1% |