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 | $87,870+144.2% | $113,168+89.6% | $74,304+188.8% |
| Participation rate | 85.0% | 70.7%+14.2pp | 76.6%+8.4pp | 60.3%+24.6pp |
| Annual return | 18.45% | 26.44%-8.0pp | 24.27%-5.8pp | 29.43%-11.0pp |
| Employer contribution / active EE | $6,818 | $2,277+199.4% | $2,975+129.2% | $2,241+204.2% |
| Participant deferral / active EE | $6,860 | $4,241+61.8% | $5,107+34.3% | $3,767+82.1% |
| Admin fee / account holder | $14,323 | $3,368+325.2% | $12,068+18.7% | $2,969+382.4% |