Filed April 14, 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.
Participant 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 | $107,689 | $226,064-52.4% | $182,532-41.0% | $152,861-29.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.15% | 192.51%-173.4pp | 148.54%-129.4pp | 345.32%-326.2pp |
| Employer contribution / active EE | $10,651 | $4,978+113.9% | $4,076+161.3% | $4,762+123.6% |
| Participant deferral / active EE | $200 | $6,368-96.9% | $5,524-96.4% | $5,850-96.6% |
| Admin fee / account holder | $15,982 | $10,703+49.3% | $8,592+86.0% | $11,596+37.8% |