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 | $114,008 | $100,041+14.0% | $149,718-23.9% | $70,131+62.6% |
| Participation rate | 91.4% | 83.6%+7.8pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 15.58% | 27.43%-11.8pp | 1501.63%-1486.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $3,395 | $3,662-7.3% | $5,445-37.7% | $2,342+44.9% |
| Participant deferral / active EE | $5,080 | $4,983+2.0% | $6,569-22.7% | $3,332+52.5% |
| Admin fee / account holder | $8,460 | $8,286+2.1% | $11,283-25.0% | $4,645+82.1% |