Filed June 18, 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 | $86,932 | $79,944+8.7% | $98,439-11.7% | $75,163+15.7% |
| Participation rate | 98.4% | 70.4%+28.1pp | 75.2%+23.3pp | 67.2%+31.2pp |
| Annual return | 34.78% | 19.75%+15.0pp | 21.16%+13.6pp | 160.62%-125.8pp |
| Employer contribution / active EE | $2,365 | $2,264+4.5% | $3,048-22.4% | $2,670-11.4% |
| Participant deferral / active EE | $5,106 | $3,752+36.1% | $4,738+7.8% | $4,125+23.8% |
| Admin fee / account holder | $8,803 | $6,840+28.7% | $8,948-1.6% | $5,651+55.8% |