Filed April 28, 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 | $46,890 | $183,963-74.5% | $162,163-71.1% | $152,861-69.3% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.6%+3.7pp | 82.4%+8.9pp |
| Annual return | 22.83% | 150.76%-127.9pp | 115.59%-92.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $958 | $6,371-85.0% | $5,614-82.9% | $4,762-79.9% |
| Participant deferral / active EE | $3,150 | $8,034-60.8% | $7,298-56.8% | $5,850-46.2% |
| Admin fee / account holder | $35,600 | $13,121+171.3% | $10,843+228.3% | $11,596+207.0% |