Filed May 1, 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 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 | $71,419 | $64,707+10.4% | $112,228-36.4% | $68,494+4.3% |
| Participation rate | 72.5% | 67.2%+5.3pp | 75.1%-2.6pp | 67.9%+4.6pp |
| Annual return | -19.65% | -11.40%-8.2pp | 27.45%-47.1pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,299 | $2,746-52.7% | $3,635-64.2% | $2,596-49.9% |
| Participant deferral / active EE | $2,949 | $3,565-17.3% | $4,728-37.6% | $4,027-26.8% |
| Admin fee / account holder | $13,801 | $5,232+163.8% | $6,410+115.3% | $5,403+155.4% |