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 | $123,269 | $81,248+51.7% | $155,509-20.7% | $80,856+52.5% |
| Participation rate | 78.7% | 66.2%+12.5pp | 78.2%+0.5pp | 67.6%+11.1pp |
| Annual return | 14.36% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,354 | $3,452+171.0% | $5,626+66.3% | $4,296+117.8% |
| Admin fee / account holder | $7,145 | $7,997-10.7% | $15,912-55.1% | $6,918+3.3% |