Filed September 6, 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 | $174,204 | $87,841+98.3% | $133,980+30.0% | $62,891+177.0% |
| Participation rate | 97.4% | 83.4%+14.1pp | 87.1%+10.4pp | 69.3%+28.1pp |
| Annual return | 6.95% | 12.05%-5.1pp | 29.30%-22.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,339 | $3,483-4.1% | $5,211-35.9% | $2,281+46.4% |
| Participant deferral / active EE | $7,503 | $4,812+55.9% | $6,282+19.4% | $3,203+134.2% |
| Admin fee / account holder | $7,409 | $5,371+37.9% | $9,324-20.5% | $4,296+72.5% |