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 | $206,976 | $58,828+251.8% | $77,999+165.4% | $62,891+229.1% |
| Participation rate | 96.1% | 71.1%+25.0pp | 75.5%+20.6pp | 69.3%+26.8pp |
| Annual return | 6.07% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $9,187 | $1,672+449.6% | $2,470+271.9% | $2,281+302.8% |
| Participant deferral / active EE | $4,121 | $2,686+53.5% | $3,497+17.9% | $3,203+28.7% |
| Admin fee / account holder | $11,186 | $4,393+154.6% | $5,480+104.1% | $4,296+160.4% |