Filed January 1, 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 | $136,477 | $85,202+60.2% | $172,739-21.0% | $72,985+87.0% |
| Participation rate | 95.7% | 70.1%+25.6pp | 82.6%+13.0pp | 69.5%+26.2pp |
| Annual return | 18.81% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $4,413 | $3,324+32.7% | $5,143-14.2% | $2,440+80.9% |
| Participant deferral / active EE | $3,943 | $3,260+21.0% | $5,198-24.1% | $3,607+9.3% |
| Admin fee / account holder | $1,119 | $5,884-81.0% | $13,954-92.0% | $5,124-78.2% |