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 | $96,082 | $79,944+20.2% | $98,439-2.4% | $75,163+27.8% |
| Participation rate | 97.0% | 70.4%+26.6pp | 75.2%+21.8pp | 67.2%+29.8pp |
| Annual return | 14.38% | 19.75%-5.4pp | 21.16%-6.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $5,397 | $2,264+138.4% | $3,048+77.1% | $2,670+102.1% |
| Participant deferral / active EE | $9,585 | $3,752+155.5% | $4,738+102.3% | $4,125+132.4% |
| Admin fee / account holder | $13,705 | $6,840+100.4% | $8,948+53.2% | $5,651+142.5% |