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 | $186,387 | $80,717+130.9% | $154,803+20.4% | $84,808+119.8% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 16.65% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $14,174 | $2,761+413.3% | $4,305+229.2% | $2,631+438.7% |
| Participant deferral / active EE | $5,814 | $3,303+76.0% | $5,540+4.9% | $4,212+38.1% |
| Admin fee / account holder | $18,492 | $6,746+174.1% | $14,329+29.1% | $7,344+151.8% |