Filed January 5, 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 | $164,357 | $53,127+209.4% | $86,590+89.8% | $70,131+134.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.12% | 27.66%-13.5pp | 964.84%-950.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $17,012 | $2,068+722.5% | $2,839+499.2% | $2,342+626.2% |
| Participant deferral / active EE | $11,095 | $2,696+311.6% | $3,609+207.5% | $3,332+233.0% |
| Admin fee / account holder | $5,091 | $3,585+42.0% | $4,906+3.8% | $4,645+9.6% |