Filed September 21, 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 | $54,627 | $75,828-28.0% | $147,614-63.0% | $59,632-8.4% |
| Participation rate | 92.5% | 71.6%+20.9pp | 84.6%+7.9pp | 68.7%+23.8pp |
| Annual return | 0.92% | 0.37%+0.6pp | 61.98%-61.1pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,995 | $3,130+251.2% | $4,895+124.6% | $3,192+244.5% |
| Admin fee / account holder | $2,718 | $5,985-54.6% | $11,611-76.6% | $4,297-36.8% |