Filed June 1, 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 | $90,041 | $73,004+23.3% | $90,749-0.8% | $68,494+31.5% |
| Participation rate | 82.4% | 70.8%+11.5pp | 75.7%+6.7pp | 67.9%+14.5pp |
| Annual return | -12.84% | -13.81%+1.0pp | -12.16%-0.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,759 | $2,193+71.4% | $2,921+28.7% | $2,596+44.8% |
| Participant deferral / active EE | $8,661 | $3,627+138.8% | $4,564+89.8% | $4,027+115.1% |
| Admin fee / account holder | $2,450 | $5,896-58.5% | $8,445-71.0% | $5,403-54.7% |