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 | $152,733 | $65,395+133.6% | $182,532-16.3% | $72,985+109.3% |
| Participation rate | 94.3% | 65.4%+28.8pp | 78.0%+16.3pp | 69.5%+24.8pp |
| Annual return | 24.91% | 27.68%-2.8pp | 148.54%-123.6pp | 81.00%-56.1pp |
| Employer contribution / active EE | $3,777 | $1,911+97.6% | $4,076-7.3% | $2,440+54.8% |
| Participant deferral / active EE | $10,135 | $3,563+184.5% | $5,524+83.5% | $3,607+180.9% |
| Admin fee / account holder | $14,713 | $4,245+246.6% | $8,592+71.2% | $5,124+187.1% |