Filed May 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 | $136,029 | $100,041+36.0% | $149,718-9.1% | $70,131+94.0% |
| Participation rate | 88.0% | 83.6%+4.5pp | 87.1%+1.0pp | 69.5%+18.5pp |
| Annual return | 15.68% | 27.43%-11.7pp | 1501.63%-1485.9pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,804 | $3,662-23.4% | $5,445-48.5% | $2,342+19.7% |
| Participant deferral / active EE | $4,224 | $4,983-15.2% | $6,569-35.7% | $3,332+26.8% |
| Admin fee / account holder | $17,077 | $8,286+106.1% | $11,283+51.4% | $4,645+267.6% |