Filed November 20, 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 | $148,098 | $101,069+46.5% | $81,478+81.8% | $147,584+0.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.95% | 32.40%-20.5pp | 38.78%-26.8pp | 578.55%-566.6pp |
| Employer contribution / active EE | $9,128 | $3,205+184.8% | $2,568+255.5% | $4,876+87.2% |
| Participant deferral / active EE | $13,808 | $4,242+225.5% | $3,537+290.4% | $5,439+153.9% |
| Admin fee / account holder | $25,220 | $5,812+333.9% | $4,561+452.9% | $10,885+131.7% |