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 | $146,267-31.6% | $197,124-49.3% | $82,448+21.3% |
| Participation rate | 85.9% | 84.0%+1.9pp | 86.7%-0.8pp | 68.1%+17.8pp |
| Annual return | 13.88% | 29.61%-15.7pp | 44.34%-30.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,427 | $4,723-27.4% | $6,227-45.0% | $2,551+34.3% |
| Participant deferral / active EE | $3,639 | $7,035-48.3% | $9,135-60.2% | $4,139-12.1% |
| Admin fee / account holder | $5,332 | $14,422-63.0% | $16,298-67.3% | $7,234-26.3% |