Filed March 27, 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 | $96,656 | $52,519+84.0% | $155,790-38.0% | $59,632+62.1% |
| Participation rate | 86.1% | 61.7%+24.4pp | 76.1%+10.0pp | 68.7%+17.4pp |
| Annual return | -1.24% | 53.51%-54.7pp | 71.54%-72.8pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,849 | $1,589+79.3% | $3,836-25.7% | $2,203+29.4% |
| Participant deferral / active EE | $6,623 | $3,084+114.7% | $4,797+38.1% | $3,192+107.5% |
| Admin fee / account holder | $2,478 | $3,540-30.0% | $7,478-66.9% | $4,297-42.3% |