Filed September 4, 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 | $160,134 | $54,705+192.7% | $71,209+124.9% | $84,808+88.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.06% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $9,015 | $2,158+317.8% | $2,721+231.3% | $2,631+242.7% |
| Participant deferral / active EE | $6,786 | $3,030+123.9% | $4,175+62.5% | $4,212+61.1% |
| Admin fee / account holder | $15,638 | $4,863+221.5% | $5,349+192.4% | $7,344+112.9% |