Filed April 17, 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 | $45,288 | $39,162+15.6% | $100,671-55.0% | $59,632-24.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -1.93% | 21.07%-23.0pp | 20.43%-22.4pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,590 | $1,151+38.2% | $4,012-60.4% | $2,203-27.8% |
| Participant deferral / active EE | $2,269 | $1,992+13.9% | $3,144-27.8% | $3,192-28.9% |
| Admin fee / account holder | $7,738 | $2,969+160.6% | $4,850+59.6% | $4,297+80.1% |