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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,689 | $91,190+12.6% | $178,490-42.5% | $79,858+28.6% |
| Participation rate | 75.7% | 69.2%+6.5pp | 81.9%-6.2pp | 69.6%+6.1pp |
| Annual return | 17.21% | 24.19%-7.0pp | 151.07%-133.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,299 | $3,236+156.4% | $5,202+59.5% | $3,740+121.9% |
| Admin fee / account holder | $901 | $6,751-86.7% | $13,984-93.6% | $5,306-83.0% |