Filed January 8, 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 | $238,890 | $45,863+420.9% | $77,024+210.2% | $68,494+248.8% |
| Participation rate | 94.0% | 55.9%+38.1pp | 67.9%+26.1pp | 67.9%+26.1pp |
| Annual return | -20.28% | 1.72%-22.0pp | 42.32%-62.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $6,348 | $1,650+284.8% | $2,812+125.7% | $2,596+144.5% |
| Participant deferral / active EE | $11,189 | $2,962+277.7% | $4,426+152.8% | $4,027+177.8% |
| Admin fee / account holder | $332 | $3,041-89.1% | $5,425-93.9% | $5,403-93.8% |