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 | $110,626 | $87,013+27.1% | $106,213+4.2% | $80,856+36.8% |
| Participation rate | 98.1% | 70.4%+27.7pp | 75.3%+22.9pp | 67.6%+30.5pp |
| Annual return | 15.31% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,998 | $2,395+25.1% | $3,171-5.5% | $2,755+8.8% |
| Participant deferral / active EE | $6,792 | $3,986+70.4% | $5,016+35.4% | $4,296+58.1% |
| Admin fee / account holder | $13,860 | $8,431+64.4% | $11,033+25.6% | $6,918+100.3% |