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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,126 | $105,181-24.8% | $159,436-50.4% | $85,850-7.8% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.8%+15.7pp | 69.3%+29.2pp |
| Annual return | 5.91% | 45.07%-39.2pp | 263.57%-257.7pp | 318.53%-312.6pp |
| Employer contribution / active EE | $9,271 | $3,318+179.4% | $4,829+92.0% | $2,565+261.4% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,366 | $6,933-22.6% | $10,799-50.3% | $6,260-14.3% |