Filed April 25, 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 | $77,214 | $57,354+34.6% | $83,848-7.9% | $64,186+20.3% |
| Participation rate | 78.8% | 68.6%+10.2pp | 76.1%+2.7pp | 69.6%+9.3pp |
| Annual return | -6.59% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,180 | $2,545-53.6% | $3,631-67.5% | $2,381-50.4% |
| Participant deferral / active EE | $5,733 | $2,993+91.6% | $4,082+40.5% | $3,470+65.2% |
| Admin fee / account holder | $456 | $4,046-88.7% | $5,478-91.7% | $4,888-90.7% |