Filed April 13, 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 4-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 | $67,593 | $214,378-68.5% | $200,582-66.3% | $142,382-52.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.55% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $11,682 | $6,841+70.8% | $6,419+82.0% | $4,299+171.7% |
| Participant deferral / active EE | $6,013 | $9,865-39.0% | $9,331-35.6% | $6,507-7.6% |
| Admin fee / account holder | $867 | $17,692-95.1% | $16,305-94.7% | $12,624-93.1% |