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 | $47,004 | $46,674+0.7% | $117,472-60.0% | $68,494-31.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.40% | -14.52%-2.9pp | 29.74%-47.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,907 | $1,505+159.7% | $4,176-6.4% | $2,596+50.5% |
| Participant deferral / active EE | $3,174 | $2,636+20.4% | $4,070-22.0% | $4,027-21.2% |
| Admin fee / account holder | $1,504 | $4,020-62.6% | $5,645-73.4% | $5,403-72.2% |