Filed March 27, 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 | $49,471 | $85,202-41.9% | $172,739-71.4% | $72,985-32.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.46% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,149 | $3,324-5.3% | $5,143-38.8% | $2,440+29.1% |
| Participant deferral / active EE | $2,814 | $3,260-13.7% | $5,198-45.9% | $3,607-22.0% |
| Admin fee / account holder | $696 | $5,884-88.2% | $13,954-95.0% | $5,124-86.4% |