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 | $34,151 | $92,703-63.2% | $82,719-58.7% | $134,475-74.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -18.07% | 944.92%-963.0pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $5,660 | $3,274+72.9% | $3,009+88.1% | $4,740+19.4% |
| Participant deferral / active EE | $9,237 | $4,802+92.4% | $4,395+110.2% | $6,400+44.3% |
| Admin fee / account holder | $2,769 | $5,983-53.7% | $5,329-48.0% | $11,426-75.8% |