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.
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 | $97,794 | $137,414-28.8% | $189,513-48.4% | $85,850+13.9% |
| Participation rate | 98.4% | 84.6%+13.8pp | 87.8%+10.6pp | 69.3%+29.1pp |
| Annual return | 2.24% | 38.14%-35.9pp | 555.15%-552.9pp | 318.53%-316.3pp |
| Employer contribution / active EE | $9,375 | $4,344+115.8% | $6,162+52.2% | $2,565+265.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,370 | $8,630-26.2% | $12,045-47.1% | $6,260+1.8% |