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 | $112,786 | $148,978-24.3% | $200,582-43.8% | $84,808+33.0% |
| Participation rate | 93.2% | 84.2%+9.0pp | 86.9%+6.3pp | 68.3%+24.9pp |
| Annual return | 20.88% | 28.16%-7.3pp | 42.33%-21.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,227 | $4,815-53.8% | $6,419-65.3% | $2,631-15.4% |
| Participant deferral / active EE | $6,861 | $7,142-3.9% | $9,331-26.5% | $4,212+62.9% |
| Admin fee / account holder | $3,660 | $13,977-73.8% | $16,305-77.6% | $7,344-50.2% |