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 | $53,056 | $67,411-21.3% | $91,001-41.7% | $70,131-24.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.38% | -40.16%+50.5pp | 4.60%+5.8pp | 73.14%-62.8pp |
| Employer contribution / active EE | $915 | $1,786-48.8% | $2,456-62.8% | $2,342-61.0% |
| Participant deferral / active EE | $3,353 | $2,823+18.8% | $3,547-5.5% | $3,332+0.6% |
| Admin fee / account holder | $6,476 | $4,236+52.9% | $5,417+19.5% | $4,645+39.4% |