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.
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 | $83,252 | $123,793-32.7% | $177,821-53.2% | $79,858+4.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | 13.44% | 22.82%-9.4pp | 48.32%-34.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,242 | $4,095-69.7% | $5,918-79.0% | $2,471-49.7% |
| Participant deferral / active EE | $4,318 | $5,956-27.5% | $7,714-44.0% | $3,740+15.5% |
| Admin fee / account holder | $5,351 | $7,243-26.1% | $12,427-56.9% | $5,306+0.8% |