Filed May 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 | $94,607 | $56,897+66.3% | $84,750+11.6% | $62,891+50.4% |
| Participation rate | 82.1% | 68.5%+13.5pp | 76.6%+5.5pp | 69.3%+12.7pp |
| Annual return | 5.68% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,292 | $2,709+132.3% | $3,712+69.5% | $3,203+96.5% |
| Admin fee / account holder | $9,507 | $3,581+165.5% | $5,332+78.3% | $4,296+121.3% |