Filed November 1, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,826 | $89,753-72.3% | $107,525-76.9% | $84,808-70.7% |
| Participation rate | 74.0% | 68.1%+5.9pp | 75.1%-1.1pp | 68.3%+5.7pp |
| Annual return | 13.62% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $776 | $3,113-75.1% | $3,754-79.3% | $2,631-70.5% |
| Participant deferral / active EE | $2,051 | $4,056-49.4% | $5,116-59.9% | $4,212-51.3% |
| Admin fee / account holder | $1,671 | $7,222-76.9% | $8,919-81.3% | $7,344-77.2% |