Filed April 28, 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 | $48,953 | $167,484-70.8% | $151,611-67.7% | $134,475-63.6% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.5%+3.8pp | 81.2%+10.1pp |
| Annual return | -18.10% | 7.80%-25.9pp | 3.33%-21.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,459 | $6,829-64.0% | $6,166-60.1% | $4,740-48.1% |
| Participant deferral / active EE | $3,691 | $8,986-58.9% | $8,363-55.9% | $6,400-42.3% |
| Admin fee / account holder | $10,583 | $13,783-23.2% | $11,616-8.9% | $11,426-7.4% |