Filed August 2, 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 | $87,151 | $89,355-2.5% | $141,162-38.3% | $72,985+19.4% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 19.80% | 111.85%-92.1pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $5,797 | $3,114+86.1% | $4,735+22.4% | $2,440+137.6% |
| Participant deferral / active EE | $6,613 | $5,418+22.1% | $6,709-1.4% | $3,607+83.3% |
| Admin fee / account holder | $3,143 | $5,958-47.2% | $10,261-69.4% | $5,124-38.7% |