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 | $66,884 | $49,173+36.0% | $121,098-44.8% | $75,163-11.0% |
| Participation rate | 77.1% | 55.4%+21.8pp | 69.5%+7.7pp | 67.2%+10.0pp |
| Annual return | 16.65% | 55.99%-39.3pp | 985.75%-969.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,241 | $1,546+174.4% | $4,164+1.8% | $2,670+58.8% |
| Participant deferral / active EE | $3,256 | $2,628+23.9% | $4,080-20.2% | $4,125-21.1% |
| Admin fee / account holder | $2,387 | $3,942-39.4% | $5,644-57.7% | $5,651-57.8% |