Filed October 12, 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 | $54,538 | $98,750-44.8% | $149,696-63.6% | $79,858-31.7% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 19.37% | 27.43%-8.1pp | 276.60%-257.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $478 | $3,216-85.1% | $4,644-89.7% | $2,471-80.6% |
| Participant deferral / active EE | $5,059 | $5,680-10.9% | $6,842-26.0% | $3,740+35.3% |
| Admin fee / account holder | $1,539 | $6,053-74.6% | $9,309-83.5% | $5,306-71.0% |