Filed December 17, 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 | $75,625 | $60,349+25.3% | $74,183+1.9% | $62,891+20.2% |
| Participation rate | 90.3% | 72.7%+17.6pp | 76.6%+13.7pp | 69.3%+21.0pp |
| Annual return | 9.66% | 21.37%-11.7pp | 17.74%-8.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,957 | $1,680+16.5% | $2,370-17.4% | $2,281-14.2% |
| Participant deferral / active EE | $4,073 | $2,856+42.6% | $3,550+14.8% | $3,203+27.2% |
| Admin fee / account holder | $3,493 | $4,261-18.0% | $5,586-37.5% | $4,296-18.7% |