Filed October 19, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $110,977 | $62,586+77.3% | $76,768+44.6% | $64,186+72.9% |
| Participation rate | 90.1% | 72.8%+17.3pp | 77.0%+13.2pp | 69.6%+20.6pp |
| Annual return | 11.99% | -1.95%+13.9pp | 2.43%+9.6pp | 7.63%+4.4pp |
| Employer contribution / active EE | $5,589 | $1,832+205.1% | $2,485+124.9% | $2,381+134.8% |
| Participant deferral / active EE | $1,102 | $3,145-65.0% | $3,852-71.4% | $3,470-68.2% |
| Admin fee / account holder | $6,599 | $4,667+41.4% | $6,675-1.1% | $4,888+35.0% |