Filed January 22, 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 | $53,183 | $58,828-9.6% | $77,999-31.8% | $62,891-15.4% |
| Participation rate | 98.9% | 71.1%+27.8pp | 75.5%+23.4pp | 69.3%+29.6pp |
| Annual return | -4.69% | 17.16%-21.8pp | 425.96%-430.7pp | 20.14%-24.8pp |
| Employer contribution / active EE | $853 | $1,672-49.0% | $2,470-65.5% | $2,281-62.6% |
| Participant deferral / active EE | $3,326 | $2,686+23.9% | $3,497-4.9% | $3,203+3.9% |
| Admin fee / account holder | $507 | $4,393-88.5% | $5,480-90.8% | $4,296-88.2% |