Filed January 18, 2007 (most recent of 2 filings on file)
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 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,351 | $93,571-6.6% | $135,903-35.7% | $75,163+16.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 15.08% | 30.90%-15.8pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $245 | $3,537-93.1% | $4,856-94.9% | $2,670-90.8% |
| Participant deferral / active EE | $7,662 | $6,404+19.6% | $7,758-1.2% | $4,125+85.7% |
| Admin fee / account holder | $7,982 | $6,975+14.4% | $10,762-25.8% | $5,651+41.3% |