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 | $79,635 | $58,208+36.8% | $81,812-2.7% | $80,856-1.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.65% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,548 | $2,340+51.6% | $2,912+21.8% | $2,755+28.8% |
| Participant deferral / active EE | $2,974 | $3,281-9.3% | $4,319-31.1% | $4,296-30.8% |
| Admin fee / account holder | $415 | $4,981-91.7% | $7,386-94.4% | $6,918-94.0% |