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 | $217,963 | $175,600+24.1% | $129,110+68.8% | $134,475+62.1% |
| Participation rate | 71.4% | 81.6%-10.1pp | 77.3%-5.8pp | 81.2%-9.8pp |
| Annual return | -16.93% | -11.39%-5.5pp | -10.94%-6.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,685 | $6,355-42.0% | $5,052-27.1% | $4,740-22.3% |
| Participant deferral / active EE | $6,863 | $7,975-13.9% | $6,542+4.9% | $6,400+7.2% |
| Admin fee / account holder | $52,542 | $23,567+122.9% | $14,302+267.4% | $11,426+359.9% |