Filed April 25, 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 | $74,963 | $52,681+42.3% | $75,781-1.1% | $59,632+25.7% |
| Participation rate | 82.5% | 67.2%+15.3pp | 75.8%+6.7pp | 68.7%+13.8pp |
| Annual return | -0.53% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $191 | $2,193-91.3% | $3,323-94.3% | $2,203-91.3% |
| Participant deferral / active EE | $3,983 | $2,591+53.7% | $3,651+9.1% | $3,192+24.8% |
| Admin fee / account holder | $14,389 | $3,610+298.6% | $5,299+171.5% | $4,297+234.9% |