Filed March 27, 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 | $98,481 | $84,233+16.9% | $170,442-42.2% | $70,131+40.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.38% | 23.06%-10.7pp | 205.93%-193.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,462 | $3,387-56.8% | $5,433-73.1% | $2,342-37.6% |
| Participant deferral / active EE | $1,249 | $3,086-59.5% | $4,939-74.7% | $3,332-62.5% |
| Admin fee / account holder | $63,555 | $5,698+1015.4% | $13,880+357.9% | $4,645+1268.1% |