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 | $220,350 | $81,474+170.5% | $133,956+64.5% | $73,488+199.8% |
| Participation rate | 98.2% | 76.4%+21.8pp | 79.8%+18.3pp | 70.7%+27.5pp |
| Annual return | 12.91% | 19.40%-6.5pp | 45.09%-32.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $10,265 | $2,209+364.6% | $3,919+161.9% | $2,270+352.2% |
| Participant deferral / active EE | $7,346 | $3,786+94.0% | $5,048+45.5% | $3,740+96.4% |
| Admin fee / account holder | $18,373 | $713+2476.5% | $8,927+105.8% | $513+3481.1% |