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 | $43,627 | $87,841-50.3% | $133,980-67.4% | $62,891-30.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.19% | 12.05%-4.9pp | 29.30%-22.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,701 | $3,483-51.2% | $5,211-67.4% | $2,281-25.4% |
| Participant deferral / active EE | $3,691 | $4,812-23.3% | $6,282-41.2% | $3,203+15.2% |
| Admin fee / account holder | $1,503 | $5,371-72.0% | $9,324-83.9% | $4,296-65.0% |