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 | $163,506 | $110,094+48.5% | $151,611+7.8% | $68,494+138.7% |
| Participation rate | 97.3% | 84.0%+13.3pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -18.08% | -10.12%-8.0pp | 3.33%-21.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,704 | $4,471-17.2% | $6,166-39.9% | $2,596+42.7% |
| Participant deferral / active EE | $5,528 | $6,527-15.3% | $8,363-33.9% | $4,027+37.3% |
| Admin fee / account holder | $2,341 | $7,719-69.7% | $11,616-79.8% | $5,403-56.7% |