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 | $63,078 | $55,706+13.2% | $75,886-16.9% | $72,985-13.6% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.3%+27.0pp | 69.5%+26.8pp |
| Annual return | 22.08% | 27.59%-5.5pp | 30.76%-8.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,410 | $1,687+42.9% | $2,500-3.6% | $2,440-1.2% |
| Participant deferral / active EE | $3,130 | $2,634+18.8% | $3,603-13.1% | $3,607-13.2% |
| Admin fee / account holder | $1,842 | $3,978-53.7% | $5,418-66.0% | $5,124-64.1% |