Filed April 5, 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 | $41,022 | $46,674-12.1% | $117,472-65.1% | $68,494-40.1% |
| Participation rate | 75.0% | 56.8%+18.2pp | 70.6%+4.4pp | 67.9%+7.1pp |
| Annual return | -14.62% | -14.52%-0.1pp | 29.74%-44.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,472 | $1,505-2.2% | $4,176-64.8% | $2,596-43.3% |
| Participant deferral / active EE | $2,846 | $2,636+8.0% | $4,070-30.1% | $4,027-29.3% |
| Admin fee / account holder | $715 | $4,020-82.2% | $5,645-87.3% | $5,403-86.8% |