Filed January 25, 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 | $61,513 | $158,398-61.2% | $126,539-51.4% | $142,382-56.8% |
| Participation rate | 76.9% | 75.8%+1.1pp | 69.8%+7.1pp | 80.1%-3.2pp |
| Annual return | 11.16% | 593.76%-582.6pp | 425.95%-414.8pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,770 | $4,650-61.9% | $3,674-51.8% | $4,299-58.8% |
| Participant deferral / active EE | $14,766 | $4,767+209.8% | $4,083+261.7% | $6,507+126.9% |
| Admin fee / account holder | $16,406 | $6,918+137.1% | $6,065+170.5% | $12,624+30.0% |