Filed January 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 | $74,561 | $153,772-51.5% | $133,980-44.3% | $273,961-72.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.98% | 36.51%-31.5pp | 29.30%-24.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $5,849 | $6,029-3.0% | $5,211+12.2% | $4,869+20.1% |
| Participant deferral / active EE | $5,332 | $6,958-23.4% | $6,282-15.1% | $5,287+0.9% |
| Admin fee / account holder | $9,809 | $11,765-16.6% | $9,324+5.2% | $10,132-3.2% |