Filed April 24, 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 | $60,974 | $62,586-2.6% | $76,768-20.6% | $64,186-5.0% |
| Participation rate | 86.4% | 72.8%+13.5pp | 77.0%+9.4pp | 69.6%+16.8pp |
| Annual return | -4.11% | -1.95%-2.2pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,055 | $1,832-42.4% | $2,485-57.5% | $2,381-55.7% |
| Participant deferral / active EE | $3,776 | $3,145+20.1% | $3,852-2.0% | $3,470+8.8% |
| Admin fee / account holder | $8,489 | $4,667+81.9% | $6,675+27.2% | $4,888+73.7% |