Filed September 19, 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 | $116,682 | $109,817+6.3% | $98,442+18.5% | $167,490-30.3% |
| Participation rate | 79.2% | 75.8%+3.3pp | 73.3%+5.8pp | 82.1%-2.9pp |
| Annual return | 12.94% | 1956.69%-1943.8pp | 1492.73%-1479.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,560 | $3,224+10.4% | $2,960+20.3% | $4,837-26.4% |
| Participant deferral / active EE | $8,677 | $4,673+85.7% | $4,276+102.9% | $6,341+36.8% |
| Admin fee / account holder | $5,807 | $6,753-14.0% | $5,949-2.4% | $12,309-52.8% |