Filed January 17, 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 | $212,275 | $171,865+23.5% | $149,718+41.8% | $147,584+43.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.63% | 2113.22%-2099.6pp | 1501.63%-1488.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,706 | $6,275-56.9% | $5,445-50.3% | $4,876-44.5% |
| Participant deferral / active EE | $14,131 | $7,271+94.4% | $6,569+115.1% | $5,439+159.8% |
| Admin fee / account holder | $1,464 | $13,799-89.4% | $11,283-87.0% | $10,885-86.6% |