Filed March 27, 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 | $105,687 | $90,600+16.7% | $79,464+33.0% | $135,375-21.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.04% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $8,136 | $3,068+165.2% | $2,800+190.5% | $4,779+70.3% |
| Participant deferral / active EE | $10,823 | $4,050+167.2% | $3,704+192.2% | $5,609+93.0% |
| Admin fee / account holder | $24,211 | $5,907+309.9% | $5,113+373.5% | $10,827+123.6% |