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 | $126,515 | $52,836+139.4% | $105,738+19.6% | $64,186+97.1% |
| Participation rate | 90.1% | 66.5%+23.6pp | 76.3%+13.8pp | 69.6%+20.6pp |
| Annual return | 8.35% | 14.30%-5.9pp | 6.27%+2.1pp | 7.63%+0.7pp |
| Employer contribution / active EE | $5,826 | $1,827+218.9% | $3,268+78.3% | $2,381+144.7% |
| Participant deferral / active EE | $7,005 | $2,545+175.2% | $4,080+71.7% | $3,470+101.9% |
| Admin fee / account holder | $10,724 | $3,959+170.9% | $6,913+55.1% | $4,888+119.4% |