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 | $162,138 | $95,803+69.2% | $113,168+43.3% | $84,808+91.2% |
| Participation rate | 88.2% | 72.9%+15.3pp | 76.6%+11.6pp | 68.3%+19.8pp |
| Annual return | 14.12% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,826 | $2,360+19.7% | $2,975-5.0% | $2,631+7.4% |
| Participant deferral / active EE | $6,221 | $4,242+46.7% | $5,107+21.8% | $4,212+47.7% |
| Admin fee / account holder | $20,446 | $8,989+127.5% | $12,068+69.4% | $7,344+178.4% |