Filed March 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,843 | $83,477-19.9% | $125,175-46.6% | $72,985-8.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 5.32% | 25.78%-20.5pp | 43.79%-38.5pp | 81.00%-75.7pp |
| Employer contribution / active EE | $2,291 | $2,345-2.3% | $3,865-40.7% | $2,440-6.1% |
| Participant deferral / active EE | $3,481 | $3,585-2.9% | $4,937-29.5% | $3,607-3.5% |
| Admin fee / account holder | $18,711 | $5,517+239.1% | $9,702+92.9% | $5,124+265.1% |