Filed August 28, 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 | $55,472 | $78,705-29.5% | $117,854-52.9% | $70,131-20.9% |
| Participation rate | 94.7% | 73.2%+21.5pp | 79.7%+15.0pp | 69.5%+25.1pp |
| Annual return | 17.35% | 23.30%-6.0pp | 335.08%-317.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $400 | $2,223-82.0% | $3,786-89.4% | $2,342-82.9% |
| Participant deferral / active EE | $2,239 | $3,297-32.1% | $4,482-50.0% | $3,332-32.8% |
| Admin fee / account holder | $10,871 | $5,065+114.6% | $8,020+35.6% | $4,645+134.0% |