Filed February 27, 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 | $208,917 | $57,354+264.3% | $83,848+149.2% | $64,186+225.5% |
| Participation rate | 86.2% | 68.6%+17.6pp | 76.1%+10.1pp | 69.6%+16.6pp |
| Annual return | 20.16% | 11.38%+8.8pp | 850.88%-830.7pp | 7.63%+12.5pp |
| Employer contribution / active EE | $7,734 | $2,545+203.9% | $3,631+113.0% | $2,381+224.9% |
| Participant deferral / active EE | $5,024 | $2,993+67.9% | $4,082+23.1% | $3,470+44.8% |
| Admin fee / account holder | $15,503 | $4,046+283.2% | $5,478+183.0% | $4,888+217.2% |