Filed January 3, 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 | $95,080 | $90,503+5.1% | $78,689+20.8% | $273,961-65.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.73% | 75.60%-64.9pp | 62.18%-51.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $10,056 | $3,176+216.6% | $2,851+252.8% | $4,869+106.5% |
| Participant deferral / active EE | $15,493 | $3,901+297.1% | $3,517+340.5% | $5,287+193.0% |
| Admin fee / account holder | $17,075 | $5,263+224.4% | $4,510+278.6% | $10,132+68.5% |