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 | $104,246 | $45,035+131.5% | $62,995+65.5% | $70,131+48.6% |
| Participation rate | 98.0% | 69.5%+28.4pp | 74.8%+23.2pp | 69.5%+28.4pp |
| Annual return | 14.52% | 18.76%-4.2pp | 87.57%-73.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $6,497 | $2,051+216.7% | $2,759+135.5% | $2,342+177.4% |
| Participant deferral / active EE | $7,436 | $2,465+201.7% | $3,329+123.3% | $3,332+123.2% |
| Admin fee / account holder | $5,501 | $2,834+94.1% | $3,600+52.8% | $4,645+18.4% |