Filed April 9, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,241 | $100,041-39.8% | $149,718-59.8% | $70,131-14.1% |
| Participation rate | 86.7% | 83.6%+3.1pp | 87.1%-0.4pp | 69.5%+17.1pp |
| Annual return | 13.77% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,809 | $3,662-50.6% | $5,445-66.8% | $2,342-22.8% |
| Participant deferral / active EE | $2,201 | $4,983-55.8% | $6,569-66.5% | $3,332-33.9% |
| Admin fee / account holder | $1,941 | $8,286-76.6% | $11,283-82.8% | $4,645-58.2% |