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 | $50,857 | $53,516-5.0% | $126,539-59.8% | $84,808-40.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 17.44% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,522 | $1,535+194.6% | $3,674+23.1% | $2,631+71.9% |
| Participant deferral / active EE | $4,484 | $2,671+67.9% | $4,083+9.8% | $4,212+6.5% |
| Admin fee / account holder | $3,589 | $4,497-20.2% | $6,065-40.8% | $7,344-51.1% |