Filed December 11, 2007 (most recent of 3 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 | $128,996 | $73,981+74.4% | $105,722+22.0% | $62,891+105.1% |
| Participation rate | 84.2% | 71.7%+12.5pp | 78.9%+5.3pp | 69.3%+14.9pp |
| Annual return | 5.51% | 17.60%-12.1pp | 12.25%-6.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $5,283 | $2,856+85.0% | $4,079+29.5% | $2,281+131.6% |
| Participant deferral / active EE | $11,165 | $4,038+176.5% | $5,326+109.6% | $3,203+248.6% |
| Admin fee / account holder | $100,247 | $5,976+1577.4% | $8,308+1106.6% | $4,296+2233.7% |