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 | $128,559 | $109,413+17.5% | $156,263-17.7% | $84,808+51.6% |
| Participation rate | 98.8% | 72.7%+26.1pp | 78.9%+19.9pp | 68.3%+30.5pp |
| Annual return | 14.73% | 20.18%-5.5pp | 59.47%-44.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $421 | $2,907-85.5% | $4,333-90.3% | $2,631-84.0% |
| Participant deferral / active EE | $5,929 | $4,590+29.2% | $6,158-3.7% | $4,212+40.8% |
| Admin fee / account holder | $9,462 | $9,357+1.1% | $14,255-33.6% | $7,344+28.8% |