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 | $168,242 | $81,248+107.1% | $155,509+8.2% | $80,856+108.1% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 17.35% | 33.31%-16.0pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $14,560 | $3,100+369.6% | $4,672+211.6% | $2,755+428.5% |
| Participant deferral / active EE | $5,529 | $3,452+60.2% | $5,626-1.7% | $4,296+28.7% |
| Admin fee / account holder | $8,232 | $7,997+2.9% | $15,912-48.3% | $6,918+19.0% |