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 | $55,500 | $94,529-41.3% | $140,016-60.4% | $64,186-13.5% |
| Participation rate | 87.9% | 84.1%+3.8pp | 87.5%+0.4pp | 69.6%+18.3pp |
| Annual return | -4.83% | 7.77%-12.6pp | 651.12%-655.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,829 | $3,812-52.0% | $5,606-67.4% | $2,381-23.2% |
| Participant deferral / active EE | $2,144 | $5,250-59.2% | $6,927-69.0% | $3,470-38.2% |
| Admin fee / account holder | $4,645 | $6,741-31.1% | $10,705-56.6% | $4,888-5.0% |