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 | $124,216 | $56,484+119.9% | $169,463-26.7% | $64,186+93.5% |
| Participation rate | 89.0% | 64.5%+24.5pp | 77.8%+11.3pp | 69.6%+19.5pp |
| Annual return | -5.88% | -1.55%-4.3pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,405 | $1,832+85.8% | $4,159-18.1% | $2,381+43.0% |
| Participant deferral / active EE | $8,772 | $3,448+154.4% | $5,277+66.2% | $3,470+152.8% |
| Admin fee / account holder | $4,356 | $4,174+4.4% | $9,109-52.2% | $4,888-10.9% |