Filed April 13, 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 5-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 | $123,016 | $84,695+45.2% | $73,843+66.6% | $125,391-1.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.30% | 3123.53%-3123.8pp | 2267.84%-2268.1pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,880 | $3,123-7.8% | $2,787+3.3% | $4,866-40.8% |
| Participant deferral / active EE | $2,880 | $3,992-27.9% | $3,583-19.6% | $5,352-46.2% |
| Admin fee / account holder | $808 | $5,691-85.8% | $4,880-83.4% | $9,540-91.5% |