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.
Participant 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 | $82,266 | $150,440-45.3% | $136,294-39.6% | $147,584-44.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -7.72% | 1049.08%-1056.8pp | 5155.94%-5163.7pp | 578.55%-586.3pp |
| Employer contribution / active EE | $14,332 | $5,256+172.7% | $4,695+205.2% | $4,876+193.9% |
| Participant deferral / active EE | $1,846 | $6,630-72.2% | $6,247-70.4% | $5,439-66.1% |
| Admin fee / account holder | $12,930 | $10,905+18.6% | $9,243+39.9% | $10,885+18.8% |