Filed March 9, 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 | $136,522 | $94,529+44.4% | $140,016-2.5% | $64,186+112.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.61% | 7.77%-9.4pp | 651.12%-652.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $4,766 | $3,812+25.0% | $5,606-15.0% | $2,381+100.2% |
| Participant deferral / active EE | $3,469 | $5,250-33.9% | $6,927-49.9% | $3,4700% |
| Admin fee / account holder | $6,377 | $6,741-5.4% | $10,705-40.4% | $4,888+30.5% |