Filed August 13, 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 | $212,668 | $96,635+120.1% | $86,612+145.5% | $139,434+52.5% |
| Participation rate | 94.7% | 74.4%+20.3pp | 71.7%+23.0pp | 80.3%+14.4pp |
| Annual return | 16.42% | 106.41%-90.0pp | 591.07%-574.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $17,664 | $4,836+265.3% | $4,438+298.1% | $6,710+163.2% |
| Admin fee / account holder | $55,735 | $6,408+769.8% | $5,614+892.7% | $11,403+388.8% |