Filed April 12, 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 | $92,058 | $51,708+78.0% | $106,619-13.7% | $62,891+46.4% |
| Participation rate | 95.8% | 66.9%+29.0pp | 78.0%+17.8pp | 69.3%+26.5pp |
| Annual return | 10.90% | 4.69%+6.2pp | 9.42%+1.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $5,048 | $1,764+186.2% | $3,947+27.9% | $2,281+121.3% |
| Participant deferral / active EE | $6,293 | $2,315+171.8% | $3,930+60.1% | $3,203+96.5% |
| Admin fee / account holder | $9,015 | $3,349+169.2% | $6,418+40.5% | $4,296+109.9% |