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 | $153,784 | $79,557+93.3% | $118,746+29.5% | $70,131+119.3% |
| Participation rate | 82.4% | 71.4%+11.0pp | 78.3%+4.1pp | 69.5%+12.8pp |
| Annual return | 15.93% | 25.64%-9.7pp | 24.54%-8.6pp | 73.14%-57.2pp |
| Employer contribution / active EE | $5,350 | $2,861+87.0% | $4,193+27.6% | $2,342+128.4% |
| Participant deferral / active EE | $10,253 | $4,089+150.7% | $5,332+92.3% | $3,332+207.7% |
| Admin fee / account holder | $27,476 | $5,374+411.2% | $10,720+156.3% | $4,645+491.5% |