Filed March 29, 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 | $193,856 | $54,380+256.5% | $68,509+183.0% | $59,632+225.1% |
| Participation rate | 95.8% | 70.2%+25.6pp | 74.7%+21.1pp | 68.7%+27.2pp |
| Annual return | 0.52% | 2.83%-2.3pp | 8.27%-7.8pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $7,753 | $1,539+403.9% | $2,278+240.4% | $2,203+252.0% |
| Participant deferral / active EE | $4,162 | $2,643+57.5% | $3,382+23.1% | $3,192+30.4% |
| Admin fee / account holder | $32,726 | $3,885+742.3% | $5,275+520.4% | $4,297+661.6% |