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 | $38,490 | $58,694-34.4% | $142,863-73.1% | $85,850-55.2% |
| Participation rate | 86.7% | 58.5%+28.2pp | 71.9%+14.7pp | 69.3%+17.4pp |
| Annual return | 14.68% | 27.72%-13.0pp | 5637.54%-5622.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $3,644 | $1,423+156.1% | $4,144-12.1% | $2,565+42.1% |
| Participant deferral / active EE | $2,756 | $2,607+5.7% | $3,837-28.2% | $3,952-30.3% |
| Admin fee / account holder | $969 | $4,239-77.1% | $6,560-85.2% | $6,260-84.5% |