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 | $123,390 | $137,414-10.2% | $189,513-34.9% | $85,850+43.7% |
| Participation rate | 96.5% | 84.6%+11.9pp | 87.8%+8.7pp | 69.3%+27.2pp |
| Annual return | 22.35% | 38.14%-15.8pp | 555.15%-532.8pp | 318.53%-296.2pp |
| Employer contribution / active EE | $1,916 | $4,344-55.9% | $6,162-68.9% | $2,565-25.3% |
| Participant deferral / active EE | $6,232 | $6,260-0.4% | $8,221-24.2% | $3,952+57.7% |
| Admin fee / account holder | $12,083 | $8,630+40.0% | $12,045+0.3% | $6,260+93.0% |