Filed September 10, 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 | $42,906 | $82,032-47.7% | $123,104-65.1% | $59,632-28.0% |
| Participation rate | 86.3% | 83.2%+3.1pp | 86.8%-0.5pp | 68.7%+17.6pp |
| Annual return | -0.51% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,295 | $3,297-60.7% | $5,151-74.9% | $2,203-41.2% |
| Participant deferral / active EE | $3,303 | $4,667-29.2% | $6,230-47.0% | $3,192+3.5% |
| Admin fee / account holder | $13,706 | $5,881+133.1% | $9,015+52.0% | $4,297+219.0% |