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 | $65,574 | $105,181-37.7% | $159,436-58.9% | $85,850-23.6% |
| Participation rate | 71.6% | 75.8%-4.2pp | 82.8%-11.2pp | 69.3%+2.3pp |
| Annual return | 17.04% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $446 | $3,318-86.6% | $4,829-90.8% | $2,565-82.6% |
| Participant deferral / active EE | $5,419 | $5,945-8.8% | $7,352-26.3% | $3,952+37.1% |
| Admin fee / account holder | $1,229 | $6,933-82.3% | $10,799-88.6% | $6,260-80.4% |