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 | $79,855 | $62,586+27.6% | $76,768+4.0% | $64,186+24.4% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -1.84% | -1.95%+0.1pp | 2.43%-4.3pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,163 | $1,832+18.1% | $2,485-13.0% | $2,381-9.1% |
| Participant deferral / active EE | $4,649 | $3,145+47.8% | $3,852+20.7% | $3,470+34.0% |
| Admin fee / account holder | $3,515 | $4,667-24.7% | $6,675-47.3% | $4,888-28.1% |