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 | $108,261 | $51,576+109.9% | $129,207-16.2% | $80,856+33.9% |
| Participation rate | 71.6% | 57.0%+14.7pp | 69.6%+2.0pp | 67.6%+4.0pp |
| Annual return | 13.39% | 20.81%-7.4pp | 9417.33%-9403.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,776 | $1,584+12.1% | $4,153-57.2% | $2,755-35.5% |
| Participant deferral / active EE | $3,550 | $2,669+33.0% | $4,168-14.8% | $4,296-17.4% |
| Admin fee / account holder | $1,973 | $4,305-54.2% | $7,715-74.4% | $6,918-71.5% |