Filed November 20, 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 | $20,118 | $96,635-79.2% | $86,612-76.8% | $139,434-85.6% |
| Participation rate | 70.6% | 74.4%-3.8pp | 71.7%-1.1pp | 80.3%-9.7pp |
| Annual return | 19.98% | 106.41%-86.4pp | 591.07%-571.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,179 | $3,263-63.9% | $3,022-61.0% | $4,751-75.2% |
| Participant deferral / active EE | $2,719 | $4,836-43.8% | $4,438-38.7% | $6,710-59.5% |
| Admin fee / account holder | $419 | $6,408-93.5% | $5,614-92.5% | $11,403-96.3% |