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 | $46,809 | $53,777-13.0% | $134,143-65.1% | $79,858-41.4% |
| Participation rate | 83.3% | 58.8%+24.6pp | 72.2%+11.2pp | 69.6%+13.7pp |
| Annual return | 18.64% | 19.01%-0.4pp | 36.33%-17.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,458 | $2,420+1.6% | $3,499-29.7% | $3,740-34.3% |
| Admin fee / account holder | $687 | $3,984-82.8% | $6,684-89.7% | $5,306-87.1% |