Filed November 14, 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 | $220,538 | $78,705+180.2% | $117,854+87.1% | $70,131+214.5% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 16.71% | 23.30%-6.6pp | 335.08%-318.4pp | 73.14%-56.4pp |
| Employer contribution / active EE | $10,853 | $2,223+388.1% | $3,786+186.6% | $2,342+363.3% |
| Participant deferral / active EE | $6,148 | $3,297+86.5% | $4,482+37.2% | $3,332+84.5% |
| Admin fee / account holder | $4,720 | $5,065-6.8% | $8,020-41.1% | $4,645+1.6% |