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 | $171,688 | $42,383+305.1% | $76,523+124.4% | $64,186+167.5% |
| Participation rate | 83.6% | 58.1%+25.5pp | 68.0%+15.6pp | 69.6%+14.1pp |
| Annual return | -4.54% | -16.54%+12.0pp | -0.27%-4.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,756 | $1,563+204.2% | $2,647+79.7% | $2,381+99.8% |
| Participant deferral / active EE | $8,249 | $2,566+221.4% | $3,835+115.1% | $3,470+137.8% |
| Admin fee / account holder | $7,058 | $3,198+120.7% | $4,848+45.6% | $4,888+44.4% |