Filed April 12, 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 | $39,143 | $46,869-16.5% | $122,332-68.0% | $70,131-44.2% |
| Participation rate | 95.1% | 58.2%+36.9pp | 71.6%+23.5pp | 69.5%+25.6pp |
| Annual return | 18.62% | 24.22%-5.6pp | 30.27%-11.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,332 | $2,166+53.8% | $3,287+1.4% | $3,3320% |
| Admin fee / account holder | $1,285 | $3,322-61.3% | $5,478-76.6% | $4,645-72.3% |