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 | $78,121 | $65,685+18.9% | $57,179+36.6% | $273,961-71.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.89% | 21.99%-13.1pp | 14.59%-5.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $5,171 | $3,279+57.7% | $2,682+92.8% | $4,869+6.2% |
| Participant deferral / active EE | $6,923 | $3,782+83.1% | $3,096+123.6% | $5,287+30.9% |
| Admin fee / account holder | $8,217 | $4,835+70.0% | $3,139+161.8% | $10,132-18.9% |