Filed October 22, 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 | $75,067 | $148,978-49.6% | $200,582-62.6% | $84,808-11.5% |
| Participation rate | 75.9% | 84.2%-8.3pp | 86.9%-11.0pp | 68.3%+7.6pp |
| Annual return | 20.25% | 28.16%-7.9pp | 42.33%-22.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,129 | $4,815-55.8% | $6,419-66.8% | $2,631-19.1% |
| Participant deferral / active EE | $5,681 | $7,142-20.5% | $9,331-39.1% | $4,212+34.9% |
| Admin fee / account holder | $6,452 | $13,977-53.8% | $16,305-60.4% | $7,344-12.1% |