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 | $48,170 | $49,280-2.3% | $67,313-28.4% | $64,186-25.0% |
| Participation rate | 97.6% | 60.8%+36.9pp | 69.1%+28.6pp | 69.6%+28.1pp |
| Annual return | -6.27% | -1.39%-4.9pp | -4.08%-2.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,399 | $1,668+43.8% | $2,566-6.5% | $2,381+0.8% |
| Participant deferral / active EE | $3,196 | $2,484+28.6% | $3,568-10.4% | $3,470-7.9% |
| Admin fee / account holder | $10,111 | $3,863+161.8% | $4,507+124.4% | $4,888+106.9% |