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 | $42,569 | $51,576-17.5% | $129,207-67.1% | $80,856-47.4% |
| Participation rate | 94.1% | 57.0%+37.1pp | 69.6%+24.5pp | 67.6%+26.5pp |
| Annual return | 13.18% | 20.81%-7.6pp | 9417.33%-9404.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,437 | $1,584+180.2% | $4,153+6.8% | $2,755+61.1% |
| Participant deferral / active EE | $3,824 | $2,669+43.3% | $4,168-8.2% | $4,296-11.0% |
| Admin fee / account holder | $5,138 | $4,305+19.3% | $7,715-33.4% | $6,918-25.7% |