Filed September 27, 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 | $77,667 | $43,723+77.6% | $121,196-35.9% | $64,186+21.0% |
| Participation rate | 90.4% | 58.3%+32.1pp | 71.7%+18.6pp | 69.6%+20.8pp |
| Annual return | 11.34% | 68.91%-57.6pp | 16.93%-5.6pp | 7.63%+3.7pp |
| Employer contribution / active EE | $484 | $1,296-62.7% | $4,022-88.0% | $2,381-79.7% |
| Participant deferral / active EE | $3,484 | $2,280+52.8% | $3,344+4.2% | $3,470+0.4% |
| Admin fee / account holder | $1,359 | $3,501-61.2% | $5,019-72.9% | $4,888-72.2% |