Filed March 19, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,652 | $135,952-48.8% | $123,892-43.8% | $273,961-74.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | -7.20% | 56.63%-63.8pp | 47.52%-54.7pp | 41.45%-48.7pp |
| Employer contribution / active EE | $385 | $5,170-92.6% | $4,617-91.7% | $4,869-92.1% |
| Participant deferral / active EE | $2,787 | $6,343-56.1% | $5,984-53.4% | $5,287-47.3% |
| Admin fee / account holder | $4,642 | $9,817-52.7% | $8,357-44.4% | $10,132-54.2% |