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 | $88,614 | $146,267-39.4% | $197,124-55.0% | $82,448+7.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 22.68% | 29.61%-6.9pp | 44.34%-21.7pp | 41.64%-19.0pp |
| Employer contribution / active EE | $2,356 | $4,723-50.1% | $6,227-62.2% | $2,551-7.7% |
| Participant deferral / active EE | $4,136 | $7,035-41.2% | $9,135-54.7% | $4,139-0.1% |
| Admin fee / account holder | $1,649 | $14,422-88.6% | $16,298-89.9% | $7,234-77.2% |