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 | $77,300 | $85,202-9.3% | $172,739-55.3% | $72,985+5.9% |
| Participation rate | 79.1% | 70.1%+9.0pp | 82.6%-3.5pp | 69.5%+9.6pp |
| Annual return | 33.82% | 27.32%+6.5pp | 802.84%-769.0pp | 81.00%-47.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,742 | $3,260+137.5% | $5,198+49.0% | $3,607+114.6% |
| Admin fee / account holder | $2,344 | $5,884-60.2% | $13,954-83.2% | $5,124-54.2% |