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 | $67,194 | $91,552-26.6% | $133,956-49.8% | $79,858-15.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.09% | 61.85%-61.8pp | 45.09%-45.0pp | 31.71%-31.6pp |
| Employer contribution / active EE | $2,098 | $2,384-12.0% | $3,919-46.5% | $2,471-15.1% |
| Participant deferral / active EE | $3,417 | $3,733-8.5% | $5,048-32.3% | $3,740-8.6% |
| Admin fee / account holder | $2,357 | $6,321-62.7% | $8,927-73.6% | $5,306-55.6% |