Filed January 1, 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 | $173,655 | $81,248+113.7% | $155,509+11.7% | $80,856+114.8% |
| Participation rate | 96.2% | 66.2%+30.0pp | 78.2%+18.0pp | 67.6%+28.6pp |
| Annual return | 10.11% | 33.31%-23.2pp | 64.67%-54.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $5,237 | $3,100+68.9% | $4,672+12.1% | $2,755+90.1% |
| Participant deferral / active EE | $5,985 | $3,452+73.4% | $5,626+6.4% | $4,296+39.3% |
| Admin fee / account holder | $8,103 | $7,997+1.3% | $15,912-49.1% | $6,918+17.1% |