Filed October 23, 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 | $174,123 | $109,413+59.1% | $156,263+11.4% | $84,808+105.3% |
| Participation rate | 95.7% | 72.7%+23.0pp | 78.9%+16.8pp | 68.3%+27.4pp |
| Annual return | 27.95% | 20.18%+7.8pp | 59.47%-31.5pp | 40.90%-13.0pp |
| Employer contribution / active EE | $4,904 | $2,907+68.7% | $4,333+13.2% | $2,631+86.4% |
| Participant deferral / active EE | $11,015 | $4,590+140.0% | $6,158+78.9% | $4,212+161.5% |
| Admin fee / account holder | $10,012 | $9,357+7.0% | $14,255-29.8% | $7,344+36.3% |