Filed January 10, 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 | $99,977 | $148,978-32.9% | $200,582-50.2% | $84,808+17.9% |
| Participation rate | 85.9% | 84.2%+1.7pp | 86.9%-1.0pp | 68.3%+17.6pp |
| Annual return | 13.88% | 28.16%-14.3pp | 42.33%-28.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,427 | $4,815-28.8% | $6,419-46.6% | $2,631+30.3% |
| Participant deferral / active EE | $3,639 | $7,142-49.0% | $9,331-61.0% | $4,212-13.6% |
| Admin fee / account holder | $5,332 | $13,977-61.8% | $16,305-67.3% | $7,344-27.4% |