Filed July 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 | $208,085 | $165,335+25.9% | $149,696+39.0% | $158,922+30.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.51% | 348.15%-334.6pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $9,975 | $5,103+95.5% | $4,644+114.8% | $4,761+109.5% |
| Participant deferral / active EE | $7,906 | $7,181+10.1% | $6,842+15.6% | $5,982+32.2% |
| Admin fee / account holder | $3,941 | $10,807-63.5% | $9,309-57.7% | $11,246-65.0% |