Filed December 18, 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 | $236,173 | $148,534+59.0% | $135,903+73.8% | $139,434+69.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.07% | 79.19%-63.1pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,854 | $5,243-45.6% | $4,856-41.2% | $4,751-39.9% |
| Participant deferral / active EE | $10,250 | $8,100+26.5% | $7,758+32.1% | $6,710+52.8% |
| Admin fee / account holder | $2,364 | $12,400-80.9% | $10,762-78.0% | $11,403-79.3% |