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 | $81,902 | $60,349+35.7% | $74,183+10.4% | $62,891+30.2% |
| Participation rate | 75.3% | 72.7%+2.6pp | 76.6%-1.3pp | 69.3%+6.0pp |
| Annual return | 11.19% | 21.37%-10.2pp | 17.74%-6.5pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,183 | $1,680+29.9% | $2,370-7.9% | $2,281-4.3% |
| Participant deferral / active EE | $4,122 | $2,856+44.3% | $3,550+16.1% | $3,203+28.7% |
| Admin fee / account holder | $2,725 | $4,261-36.0% | $5,586-51.2% | $4,296-36.6% |