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 | $152,828 | $169,032-9.6% | $129,207+18.3% | $145,922+4.7% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 11.31% | 14330.11%-14318.8pp | 9417.33%-9406.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $13,616 | $4,987+173.0% | $4,168+226.7% | $6,688+103.6% |
| Admin fee / account holder | $41,688 | $9,954+318.8% | $7,715+440.4% | $13,397+211.2% |