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.
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 | $78,873 | $157,256-49.8% | $141,162-44.1% | $152,861-48.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | -4.94% | 64.32%-69.3pp | 71.39%-76.3pp | 345.32%-350.3pp |
| Employer contribution / active EE | $882 | $5,261-83.2% | $4,735-81.4% | $4,762-81.5% |
| Participant deferral / active EE | $1,497 | $7,109-78.9% | $6,709-77.7% | $5,850-74.4% |
| Admin fee / account holder | $525 | $12,120-95.7% | $10,261-94.9% | $11,596-95.5% |