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 | $168,932 | $67,606+149.9% | $82,313+105.2% | $70,131+140.9% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 18.25% | 21.57%-3.3pp | 25.88%-7.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $6,167 | $1,755+251.5% | $2,428+154.0% | $2,342+163.3% |
| Participant deferral / active EE | $4,055 | $2,987+35.8% | $3,706+9.4% | $3,332+21.7% |
| Admin fee / account holder | $3,069 | $4,512-32.0% | $5,608-45.3% | $4,645-33.9% |