Filed March 30, 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 | $78,276 | $94,529-17.2% | $140,016-44.1% | $64,186+22.0% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.8pp |
| Annual return | -4.28% | 7.77%-12.0pp | 651.12%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,308 | $3,812-65.7% | $5,606-76.7% | $2,381-45.1% |
| Participant deferral / active EE | $4,759 | $5,250-9.3% | $6,927-31.3% | $3,470+37.2% |
| Admin fee / account holder | $15,543 | $6,741+130.6% | $10,705+45.2% | $4,888+218.0% |