Filed June 18, 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 | $79,922 | $61,660+29.6% | $80,019-0.1% | $64,186+24.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.92% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $95 | $1,810-94.8% | $2,468-96.2% | $2,381-96.0% |
| Participant deferral / active EE | $5,947 | $2,968+100.4% | $3,686+61.4% | $3,470+71.4% |
| Admin fee / account holder | $1,828 | $5,417-66.3% | $6,521-72.0% | $4,888-62.6% |