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 | $55,550 | $74,888-25.8% | $71,209-22.0% | $142,382-61.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.69% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $9,950 | $2,854+248.6% | $2,721+265.7% | $4,299+131.4% |
| Participant deferral / active EE | $9,886 | $4,454+121.9% | $4,175+136.8% | $6,507+51.9% |
| Admin fee / account holder | $32,506 | $5,568+483.8% | $5,349+507.7% | $12,624+157.5% |