Filed January 8, 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 | $187,233 | $47,848+291.3% | $81,478+129.8% | $70,131+167.0% |
| Participation rate | 88.5% | 58.3%+30.2pp | 68.0%+20.5pp | 69.5%+18.9pp |
| Annual return | 16.84% | 27.25%-10.4pp | 38.78%-21.9pp | 73.14%-56.3pp |
| Employer contribution / active EE | $4,529 | $1,527+196.6% | $2,568+76.4% | $2,342+93.3% |
| Participant deferral / active EE | $7,603 | $2,453+209.9% | $3,537+115.0% | $3,332+128.2% |
| Admin fee / account holder | $3,768 | $3,145+19.8% | $4,561-17.4% | $4,645-18.9% |