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 | $67,684 | $59,839+13.1% | $81,983-17.4% | $79,858-15.2% |
| Participation rate | 97.5% | 61.6%+35.9pp | 69.2%+28.2pp | 69.6%+27.8pp |
| Annual return | 11.54% | 17.56%-6.0pp | 41.31%-29.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,479 | $1,713+44.7% | $2,498-0.8% | $2,471+0.3% |
| Participant deferral / active EE | $3,109 | $2,695+15.4% | $3,722-16.5% | $3,740-16.9% |
| Admin fee / account holder | $3,614 | $4,287-15.7% | $5,664-36.2% | $5,306-31.9% |