Filed June 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 | $116,904 | $66,764+75.1% | $88,497+32.1% | $62,891+85.9% |
| Participation rate | 97.6% | 77.3%+20.3pp | 82.4%+15.2pp | 69.3%+28.3pp |
| Annual return | 8.36% | 10.37%-2.0pp | 7.63%+0.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,517 | $3,077-18.2% | $4,036-37.6% | $2,281+10.3% |
| Participant deferral / active EE | $4,623 | $3,976+16.3% | $4,899-5.6% | $3,203+44.3% |
| Admin fee / account holder | $2,835 | $4,668-39.3% | $6,220-54.4% | $4,296-34.0% |