Filed January 25, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,317 | $83,477+3.4% | $125,175-31.0% | $72,985+18.3% |
| Participation rate | 98.8% | 73.3%+25.4pp | 79.8%+19.0pp | 69.5%+29.3pp |
| Annual return | 19.67% | 25.78%-6.1pp | 43.79%-24.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $325 | $2,345-86.1% | $3,865-91.6% | $2,440-86.7% |
| Participant deferral / active EE | $3,372 | $3,585-6.0% | $4,937-31.7% | $3,607-6.5% |
| Admin fee / account holder | $10,398 | $5,517+88.5% | $9,702+7.2% | $5,124+102.9% |