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.
Participant 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 | $49,120 | $167,484-70.7% | $151,611-67.6% | $134,475-63.5% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -8.50% | 7.80%-16.3pp | 3.33%-11.8pp | 417.96%-426.5pp |
| Employer contribution / active EE | $2,495 | $6,829-63.5% | $6,166-59.5% | $4,740-47.4% |
| Participant deferral / active EE | $319 | $8,986-96.4% | $8,363-96.2% | $6,400-95.0% |
| Admin fee / account holder | $373 | $13,783-97.3% | $11,616-96.8% | $11,426-96.7% |