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 | $162,273 | $91,190+78.0% | $178,490-9.1% | $79,858+103.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.50% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $5,114 | $3,256+57.1% | $5,011+2.1% | $2,471+107.0% |
| Participant deferral / active EE | $5,179 | $3,236+60.0% | $5,202-0.4% | $3,740+38.5% |
| Admin fee / account holder | $5,830 | $6,751-13.6% | $13,984-58.3% | $5,306+9.9% |