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 | $136,699 | $60,349+126.5% | $74,183+84.3% | $62,891+117.4% |
| Participation rate | 91.8% | 72.7%+19.1pp | 76.6%+15.2pp | 69.3%+22.5pp |
| Annual return | 6.60% | 21.37%-14.8pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,230 | $1,680+270.8% | $2,370+162.9% | $2,281+173.1% |
| Participant deferral / active EE | $4,146 | $2,856+45.2% | $3,550+16.8% | $3,203+29.4% |
| Admin fee / account holder | $1,227 | $4,261-71.2% | $5,586-78.0% | $4,296-71.4% |