Filed April 12, 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.
Employer 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 | $62,086 | $97,757-36.5% | $83,848-26.0% | $135,375-54.1% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | 16.23% | 1287.37%-1271.1pp | 850.88%-834.6pp | 519.73%-503.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,332 | $4,682+35.2% | $4,082+55.1% | $5,609+12.9% |
| Admin fee / account holder | $10,022 | $6,674+50.2% | $5,478+82.9% | $10,827-7.4% |