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 | $235,954 | $148,978+58.4% | $200,582+17.6% | $84,808+178.2% |
| Participation rate | 94.6% | 84.2%+10.4pp | 86.9%+7.7pp | 68.3%+26.3pp |
| Annual return | 16.21% | 28.16%-12.0pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,101 | $4,815-14.8% | $6,419-36.1% | $2,631+55.9% |
| Participant deferral / active EE | $5,599 | $7,142-21.6% | $9,331-40.0% | $4,212+33.0% |
| Admin fee / account holder | $14,614 | $13,977+4.6% | $16,305-10.4% | $7,344+99.0% |