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 | $206,620 | $171,164+20.7% | $127,761+61.7% | $152,861+35.2% |
| Participation rate | 86.4% | 83.4%+2.9pp | 79.0%+7.4pp | 82.4%+3.9pp |
| Annual return | 19.51% | 23.54%-4.0pp | 26.14%-6.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $6,376 | $5,447+17.1% | $4,574+39.4% | $4,762+33.9% |
| Participant deferral / active EE | $11,773 | $7,038+67.3% | $6,021+95.5% | $5,850+101.2% |
| Admin fee / account holder | $53,895 | $14,530+270.9% | $9,395+473.6% | $11,596+364.8% |