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 | $97,824 | $109,359-10.5% | $162,163-39.7% | $72,985+34.0% |
| Participation rate | 98.2% | 84.3%+14.0pp | 87.6%+10.7pp | 69.5%+28.7pp |
| Annual return | 24.58% | 25.46%-0.9pp | 115.59%-91.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,624 | $3,907-58.4% | $5,614-71.1% | $2,440-33.4% |
| Participant deferral / active EE | $5,529 | $5,481+0.9% | $7,298-24.2% | $3,607+53.3% |
| Admin fee / account holder | $1,825 | $7,972-77.1% | $10,843-83.2% | $5,124-64.4% |