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 | $239,721 | $52,279+358.5% | $89,391+168.2% | $79,858+200.2% |
| Participation rate | 97.7% | 57.5%+40.2pp | 68.0%+29.7pp | 69.6%+28.1pp |
| Annual return | 17.78% | 22.16%-4.4pp | 245.62%-227.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $5,882 | $1,572+274.3% | $2,586+127.5% | $2,471+138.0% |
| Participant deferral / active EE | $10,232 | $2,740+273.4% | $3,890+163.0% | $3,740+173.6% |
| Admin fee / account holder | $28,454 | $3,356+747.8% | $4,881+482.9% | $5,306+436.2% |