Filed April 6, 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 | $38,376 | $86,286-55.5% | $111,297-65.5% | $85,850-55.3% |
| Participation rate | 77.4% | 73.3%+4.1pp | 77.3%+0.1pp | 69.3%+8.1pp |
| Annual return | 16.20% | 19.99%-3.8pp | 54.65%-38.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $440 | $2,043-78.5% | $2,731-83.9% | $2,565-82.9% |
| Participant deferral / active EE | $2,002 | $3,641-45.0% | $4,487-55.4% | $3,952-49.3% |
| Admin fee / account holder | $1,764 | $8,188-78.5% | $7,964-77.9% | $6,260-71.8% |