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 | $65,789 | $48,265+36.3% | $68,791-4.4% | $68,494-4.0% |
| Participation rate | 85.9% | 60.7%+25.2pp | 69.0%+16.8pp | 67.9%+18.0pp |
| Annual return | -17.04% | -12.71%-4.3pp | -6.38%-10.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,719 | $1,829+48.7% | $2,655+2.4% | $2,596+4.7% |
| Participant deferral / active EE | $2,873 | $2,867+0.2% | $3,941-27.1% | $4,027-28.7% |
| Admin fee / account holder | $3,502 | $4,355-19.6% | $4,932-29.0% | $5,403-35.2% |