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 | $36,867 | $46,674-21.0% | $117,472-68.6% | $68,494-46.2% |
| Participation rate | 96.7% | 56.8%+39.9pp | 70.6%+26.1pp | 67.9%+28.8pp |
| Annual return | -17.58% | -14.52%-3.1pp | 29.74%-47.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,803 | $2,636+44.2% | $4,070-6.6% | $4,027-5.6% |
| Admin fee / account holder | $1,045 | $4,020-74.0% | $5,645-81.5% | $5,403-80.7% |