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 | $34,948 | $74,888-53.3% | $71,209-50.9% | $142,382-75.5% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.1%-9.5pp |
| Annual return | 16.96% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,687 | $2,854-40.9% | $2,721-38.0% | $4,299-60.7% |
| Participant deferral / active EE | $4,567 | $4,454+2.5% | $4,175+9.4% | $6,507-29.8% |
| Admin fee / account holder | $411 | $5,568-92.6% | $5,349-92.3% | $12,624-96.7% |