Filed July 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.
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 | $45,722 | $48,570-5.9% | $130,648-65.0% | $72,985-37.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 20.60% | 38.63%-18.0pp | 1708.96%-1688.4pp | 81.00%-60.4pp |
| Employer contribution / active EE | $3,535 | $1,334+165.0% | $4,092-13.6% | $2,440+44.9% |
| Participant deferral / active EE | $2,770 | $2,384+16.2% | $3,603-23.1% | $3,607-23.2% |
| Admin fee / account holder | $696 | $3,549-80.4% | $5,464-87.3% | $5,124-86.4% |