Filed January 25, 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 | $98,930 | $72,404+36.6% | $110,238-10.3% | $64,186+54.1% |
| Participation rate | 78.8% | 73.3%+5.4pp | 79.8%-1.1pp | 69.6%+9.2pp |
| Annual return | -4.98% | -6.29%+1.3pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $395 | $2,282-82.7% | $3,826-89.7% | $2,381-83.4% |
| Participant deferral / active EE | $2,715 | $3,469-21.7% | $4,672-41.9% | $3,470-21.8% |
| Admin fee / account holder | $3,095 | $5,664-45.4% | $8,547-63.8% | $4,888-36.7% |