Filed December 12, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,218 | $52,467-27.2% | $57,179-33.2% | $55,167-30.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.03% | 7.72%-1.7pp | 14.59%-8.6pp | 169.23%-163.2pp |
| Employer contribution / active EE | $390 | $2,477-84.2% | $2,682-85.4% | $1,963-80.1% |
| Participant deferral / active EE | $548 | $2,830-80.6% | $3,096-82.3% | $3,054-82.1% |
| Admin fee / account holder | $1,000 | $269+271.7% | $3,139-68.1% | $504+98.5% |