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 | $138,027 | $105,181+31.2% | $159,436-13.4% | $85,850+60.8% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.8%+12.5pp | 69.3%+26.0pp |
| Annual return | 13.57% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $5,338 | $3,318+60.9% | $4,829+10.5% | $2,565+108.1% |
| Participant deferral / active EE | $8,007 | $5,945+34.7% | $7,352+8.9% | $3,952+102.6% |
| Admin fee / account holder | $2,181 | $6,933-68.5% | $10,799-79.8% | $6,260-65.2% |