Filed October 1, 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 | $56,475 | $60,124-6.1% | $90,404-37.5% | $79,858-29.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.45% | 71.94%-57.5pp | 1293.02%-1278.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,421 | $2,068+65.5% | $3,262+4.9% | $2,471+38.5% |
| Participant deferral / active EE | $3,318 | $2,938+12.9% | $3,963-16.3% | $3,740-11.3% |
| Admin fee / account holder | $936 | $3,976-76.5% | $5,611-83.3% | $5,306-82.4% |