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 | $59,659 | $91,190-34.6% | $178,490-66.6% | $79,858-25.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.86% | 24.19%-5.3pp | 151.07%-132.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,843 | $3,256-43.4% | $5,011-63.2% | $2,471-25.4% |
| Participant deferral / active EE | $2,680 | $3,236-17.2% | $5,202-48.5% | $3,740-28.3% |
| Admin fee / account holder | $691 | $6,751-89.8% | $13,984-95.1% | $5,306-87.0% |