Filed April 12, 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 | $89,832 | $70,756+27.0% | $65,493+37.2% | $142,382-36.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.88% | 1754.89%-1743.0pp | 982.45%-970.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $5,399 | $2,881+87.4% | $2,574+109.7% | $4,299+25.6% |
| Participant deferral / active EE | $8,135 | $4,637+75.4% | $3,961+105.4% | $6,507+25.0% |
| Admin fee / account holder | $5,960 | $6,559-9.1% | $5,028+18.5% | $12,624-52.8% |