Filed July 31, 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 | $141,496 | $156,846-9.8% | $121,098+16.8% | $139,434+1.5% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 14.10% | 1474.56%-1460.5pp | 985.75%-971.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $16,513 | $4,844+240.9% | $4,080+304.8% | $6,710+146.1% |
| Admin fee / account holder | $37,952 | $6,946+446.4% | $5,644+572.4% | $11,403+232.8% |