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 | $46,721 | $185,822-74.9% | $169,993-72.5% | $139,434-66.5% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 18.28% | 60.50%-42.2pp | 53.37%-35.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,438 | $7,590-67.9% | $6,785-64.1% | $4,751-48.7% |
| Participant deferral / active EE | $4,202 | $11,622-63.8% | $10,408-59.6% | $6,710-37.4% |
| Admin fee / account holder | $13,553 | $15,381-11.9% | $12,815+5.8% | $11,403+18.9% |