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 | $149,040-58.7% | $120,225-48.8% | $137,256-55.2% |
| Participation rate | 76.9% | 75.4%+1.5pp | 69.6%+7.3pp | 80.0%-3.0pp |
| Annual return | 11.16% | 605.68%-594.5pp | 439.23%-428.1pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,770 | $4,350-59.3% | $3,475-49.1% | $4,156-57.4% |
| Participant deferral / active EE | $14,766 | $4,655+217.2% | $3,999+269.3% | $6,407+130.5% |
| Admin fee / account holder | $16,406 | $6,348+158.5% | $5,696+188.0% | $12,270+33.7% |