Filed December 5, 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 | $197,836 | $87,841+125.2% | $133,980+47.7% | $62,891+214.6% |
| Participation rate | 95.9% | 83.4%+12.5pp | 87.1%+8.8pp | 69.3%+26.6pp |
| Annual return | 10.54% | 12.05%-1.5pp | 29.30%-18.8pp | 20.14%-9.6pp |
| Employer contribution / active EE | $10,041 | $3,483+188.3% | $5,211+92.7% | $2,281+340.2% |
| Participant deferral / active EE | $11,136 | $4,812+131.4% | $6,282+77.3% | $3,203+247.7% |
| Admin fee / account holder | $14,349 | $5,371+167.2% | $9,324+53.9% | $4,296+234.1% |