Filed March 6, 2007
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 | $77,014 | $78,705-2.1% | $117,854-34.7% | $70,131+9.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.53% | 23.30%-10.8pp | 335.08%-322.6pp | 73.14%-60.6pp |
| Employer contribution / active EE | $2,564 | $2,223+15.3% | $3,786-32.3% | $2,342+9.4% |
| Participant deferral / active EE | $4,577 | $3,297+38.8% | $4,482+2.1% | $3,332+37.4% |
| Admin fee / account holder | $1,464 | $5,065-71.1% | $8,020-81.7% | $4,645-68.5% |