Filed November 29, 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 | $103,620 | $51,708+100.4% | $106,619-2.8% | $62,891+64.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 6.68% | 4.69%+2.0pp | 9.42%-2.7pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,477 | $1,764+40.4% | $3,947-37.2% | $2,281+8.6% |
| Participant deferral / active EE | $6,715 | $2,315+190.0% | $3,930+70.9% | $3,203+109.7% |
| Admin fee / account holder | $2,071 | $3,349-38.2% | $6,418-67.7% | $4,296-51.8% |