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 | $112,745 | $99,985+12.8% | $146,665-23.1% | $85,850+31.3% |
| Participation rate | 98.9% | 73.1%+25.8pp | 80.1%+18.8pp | 69.3%+29.5pp |
| Annual return | 12.26% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,145 | $2,559-16.2% | $4,136-48.2% | $2,565-16.4% |
| Participant deferral / active EE | $4,147 | $4,006+3.5% | $5,506-24.7% | $3,952+4.9% |
| Admin fee / account holder | $10,513 | $7,702+36.5% | $10,280+2.3% | $6,260+67.9% |