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.
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 | $102,181 | $91,552+11.6% | $133,956-23.7% | $79,858+28.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.03% | 61.85%-43.8pp | 45.09%-27.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $568 | $2,384-76.2% | $3,919-85.5% | $2,471-77.0% |
| Participant deferral / active EE | $3,997 | $3,733+7.1% | $5,048-20.8% | $3,740+6.9% |
| Admin fee / account holder | $2,451 | $6,321-61.2% | $8,927-72.5% | $5,306-53.8% |