Filed January 4, 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 | $64,260 | $131,829-51.3% | $108,579-40.8% | $273,961-76.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 16.82% | -91.57%+108.4pp | -51.70%+68.5pp | 41.45%-24.6pp |
| Employer contribution / active EE | $5,491 | $4,912+11.8% | $3,758+46.1% | $4,869+12.8% |
| Participant deferral / active EE | $4,222 | $5,127-17.7% | $4,311-2.1% | $5,287-20.2% |
| Admin fee / account holder | $3,818 | $10,252-62.8% | $7,645-50.1% | $10,132-62.3% |