Filed March 27, 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 | $159,725 | $160,055-0.2% | $140,016+14.1% | $135,375+18.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.48% | 911.38%-906.9pp | 651.12%-646.6pp | 519.73%-515.3pp |
| Employer contribution / active EE | $4,345 | $6,420-32.3% | $5,606-22.5% | $4,779-9.1% |
| Participant deferral / active EE | $8,682 | $7,642+13.6% | $6,927+25.3% | $5,609+54.8% |
| Admin fee / account holder | $12,199 | $13,328-8.5% | $10,705+14.0% | $10,827+12.7% |