Filed August 15, 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 | $68,382 | $150,440-54.5% | $136,294-49.8% | $147,584-53.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.16% | 1049.08%-1029.9pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,180 | $5,256-39.5% | $4,695-32.3% | $4,876-34.8% |
| Participant deferral / active EE | $7,081 | $6,630+6.8% | $6,247+13.4% | $5,439+30.2% |
| Admin fee / account holder | $17,210 | $10,905+57.8% | $9,243+86.2% | $10,885+58.1% |