Filed February 7, 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 | $31,362 | $73,867-57.5% | $143,757-78.2% | $68,494-54.2% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -17.05% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $500 | $3,184-84.3% | $4,951-89.9% | $2,596-80.7% |
| Participant deferral / active EE | $1,248 | $3,384-63.1% | $5,637-77.9% | $4,027-69.0% |
| Admin fee / account holder | $642 | $5,755-88.8% | $14,673-95.6% | $5,403-88.1% |