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 | $104,950 | $58,694+78.8% | $142,863-26.5% | $85,850+22.2% |
| Participation rate | 93.6% | 58.5%+35.1pp | 71.9%+21.7pp | 69.3%+24.3pp |
| Annual return | 17.66% | 27.72%-10.1pp | 5637.54%-5619.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,921 | $1,423+35.1% | $4,144-53.6% | $2,565-25.1% |
| Participant deferral / active EE | $4,232 | $2,607+62.3% | $3,837+10.3% | $3,952+7.1% |
| Admin fee / account holder | $1,191 | $4,239-71.9% | $6,560-81.8% | $6,260-81.0% |