Filed April 28, 2007 (most recent of 3 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 | $137,703 | $150,440-8.5% | $136,294+1.0% | $147,584-6.7% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 15.10% | 1049.08%-1034.0pp | 5155.94%-5140.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,604 | $5,256-50.5% | $4,695-44.5% | $4,876-46.6% |
| Participant deferral / active EE | $5,174 | $6,630-22.0% | $6,247-17.2% | $5,439-4.9% |
| Admin fee / account holder | $816 | $10,905-92.5% | $9,243-91.2% | $10,885-92.5% |