Filed February 12, 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 | $90,154 | $39,122+130.4% | $57,179+57.7% | $62,891+43.3% |
| Participation rate | 98.0% | 70.5%+27.5pp | 75.3%+22.7pp | 69.3%+28.7pp |
| Annual return | 5.82% | 9.23%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $5,499 | $1,874+193.4% | $2,682+105.0% | $2,281+141.1% |
| Participant deferral / active EE | $6,575 | $2,374+177.0% | $3,096+112.4% | $3,203+105.3% |
| Admin fee / account holder | $6,563 | $2,592+153.2% | $3,139+109.1% | $4,296+52.8% |