Filed June 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 | $214,598 | $85,515+150.9% | $112,040+91.5% | $67,986+215.7% |
| Participation rate | 85.0% | 68.2%+16.7pp | 76.5%+8.5pp | 57.2%+27.7pp |
| Annual return | 18.45% | 29.68%-11.2pp | 24.52%-6.1pp | 31.67%-13.2pp |
| Employer contribution / active EE | $6,818 | $2,191+211.2% | $2,954+130.8% | $2,019+237.7% |
| Participant deferral / active EE | $6,860 | $4,014+70.9% | $5,098+34.6% | $3,358+104.3% |
| Admin fee / account holder | $14,323 | $3,774+279.6% | $12,098+18.4% | $3,203+347.1% |