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 | $166,015 | $138,044+20.3% | $125,339+32.5% | $134,475+23.5% |
| Participation rate | 78.3% | 84.5%-6.2pp | 82.4%-4.1pp | 81.2%-3.0pp |
| Annual return | -14.99% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,944 | $5,243-43.8% | $4,814-38.8% | $4,740-37.9% |
| Participant deferral / active EE | $6,308 | $7,799-19.1% | $7,446-15.3% | $6,400-1.4% |
| Admin fee / account holder | $8,671 | $11,571-25.1% | $10,010-13.4% | $11,426-24.1% |