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 | $95,453+69.9% | $112,040+44.7% | $82,448+96.7% |
| Participation rate | 88.2% | 72.8%+15.4pp | 76.5%+11.7pp | 68.1%+20.1pp |
| Annual return | 14.12% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,826 | $2,318+21.9% | $2,954-4.3% | $2,551+10.8% |
| Participant deferral / active EE | $6,221 | $4,224+47.3% | $5,098+22.0% | $4,139+50.3% |
| Admin fee / account holder | $20,446 | $9,013+126.8% | $12,098+69.0% | $7,234+182.6% |