Filed November 5, 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 | $94,211 | $87,841+7.3% | $133,980-29.7% | $62,891+49.8% |
| Participation rate | 96.9% | 83.4%+13.5pp | 87.1%+9.8pp | 69.3%+27.6pp |
| Annual return | 6.88% | 12.05%-5.2pp | 29.30%-22.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,046 | $3,483+16.2% | $5,211-22.4% | $2,281+77.4% |
| Participant deferral / active EE | $5,071 | $4,812+5.4% | $6,282-19.3% | $3,203+58.3% |
| Admin fee / account holder | $21,252 | $5,371+295.7% | $9,324+127.9% | $4,296+394.7% |