Filed November 9, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,799 | $109,359-28.9% | $162,163-52.0% | $72,985+6.6% |
| Participation rate | 73.3% | 84.3%-10.9pp | 87.6%-14.2pp | 69.5%+3.8pp |
| Annual return | 20.80% | 25.46%-4.7pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,107 | $3,907-71.7% | $5,614-80.3% | $2,440-54.6% |
| Participant deferral / active EE | $4,029 | $5,481-26.5% | $7,298-44.8% | $3,607+11.7% |
| Admin fee / account holder | $3,564 | $7,972-55.3% | $10,843-67.1% | $5,124-30.4% |