Filed April 17, 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.
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 | $71,767 | $123,793-42.0% | $177,821-59.6% | $79,858-10.1% |
| Participation rate | 76.8% | 84.7%-7.8pp | 87.7%-10.9pp | 69.6%+7.2pp |
| Annual return | 19.16% | 22.82%-3.7pp | 48.32%-29.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,382 | $5,956-43.2% | $7,714-56.2% | $3,740-9.6% |
| Admin fee / account holder | $3,590 | $7,243-50.4% | $12,427-71.1% | $5,306-32.3% |