Filed August 8, 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 | $43,727 | $68,719-36.4% | $91,541-52.2% | $84,808-48.4% |
| Participation rate | 83.0% | 64.5%+18.5pp | 69.8%+13.2pp | 68.3%+14.7pp |
| Annual return | 13.14% | 19.12%-6.0pp | 20.50%-7.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,352 | $1,920-29.6% | $2,505-46.0% | $2,631-48.6% |
| Participant deferral / active EE | $2,262 | $3,136-27.9% | $4,008-43.6% | $4,212-46.3% |
| Admin fee / account holder | $2,263 | $5,786-60.9% | $6,956-67.5% | $7,344-69.2% |