Filed March 27, 2007 (most recent of 2 filings on file)
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 | $229,787 | $114,047+101.5% | $96,139+139.0% | $167,490+37.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.15% | 189.88%-183.7pp | 191.94%-185.8pp | 478.56%-472.4pp |
| Employer contribution / active EE | $14,285 | $3,427+316.9% | $2,797+410.8% | $4,837+195.3% |
| Participant deferral / active EE | $1,436 | $5,194-72.3% | $4,349-67.0% | $6,341-77.3% |
| Admin fee / account holder | $769 | $6,897-88.9% | $5,537-86.1% | $12,309-93.8% |