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 | $67,145 | $64,517+4.1% | $81,438-17.6% | $80,874-17.0% |
| Participation rate | 84.8% | 63.9%+20.9pp | 69.5%+15.3pp | 67.6%+17.2pp |
| Annual return | 15.18% | 16.35%-1.2pp | 24.74%-9.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $519 | $1,982-73.8% | $2,460-78.9% | $2,756-81.1% |
| Participant deferral / active EE | $3,358 | $3,096+8.5% | $3,883-13.5% | $4,297-21.9% |
| Admin fee / account holder | $4,302 | $5,677-24.2% | $5,764-25.4% | $6,935-38.0% |