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 | $37,900 | $49,173-22.9% | $121,098-68.7% | $75,163-49.6% |
| Participation rate | 70.3% | 55.4%+14.9pp | 69.5%+0.8pp | 67.2%+3.1pp |
| Annual return | 15.41% | 55.99%-40.6pp | 985.75%-970.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,564 | $1,546+1.2% | $4,164-62.4% | $2,670-41.4% |
| Participant deferral / active EE | $3,219 | $2,628+22.5% | $4,080-21.1% | $4,125-22.0% |
| Admin fee / account holder | $14,316 | $3,942+263.2% | $5,644+153.6% | $5,651+153.3% |