Filed April 12, 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 | $179,163 | $110,094+62.7% | $151,611+18.2% | $68,494+161.6% |
| Participation rate | 85.0% | 84.0%+1.0pp | 87.5%-2.5pp | 67.9%+17.1pp |
| Annual return | -24.27% | -10.12%-14.2pp | 3.33%-27.6pp | -7.84%-16.4pp |
| Employer contribution / active EE | $3,458 | $4,471-22.7% | $6,166-43.9% | $2,596+33.2% |
| Participant deferral / active EE | $6,216 | $6,527-4.8% | $8,363-25.7% | $4,027+54.3% |
| Admin fee / account holder | $22,099 | $7,719+186.3% | $11,616+90.2% | $5,403+309.0% |