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 | $108,791 | $46,674+133.1% | $117,472-7.4% | $68,494+58.8% |
| Participation rate | 87.5% | 56.8%+30.7pp | 70.6%+16.9pp | 67.9%+19.6pp |
| Annual return | 2.52% | -14.52%+17.0pp | 29.74%-27.2pp | -7.84%+10.4pp |
| Employer contribution / active EE | $2,245 | $1,505+49.2% | $4,176-46.3% | $2,596-13.5% |
| Participant deferral / active EE | $3,621 | $2,636+37.3% | $4,070-11.0% | $4,027-10.1% |
| Admin fee / account holder | $2,077 | $4,020-48.3% | $5,645-63.2% | $5,403-61.6% |