Filed April 12, 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 | $246,431 | $138,347+78.1% | $184,203+33.8% | $80,856+204.8% |
| Participation rate | 94.7% | 83.9%+10.9pp | 86.8%+7.9pp | 67.6%+27.1pp |
| Annual return | 20.49% | 20.02%+0.5pp | 28.81%-8.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $4,279 | $4,850-11.8% | $6,427-33.4% | $2,755+55.3% |
| Participant deferral / active EE | $7,305 | $7,071+3.3% | $9,131-20.0% | $4,296+70.1% |
| Admin fee / account holder | $1,493 | $10,483-85.8% | $13,901-89.3% | $6,918-78.4% |