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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,507 | $109,359-33.7% | $162,163-55.3% | $72,985-0.7% |
| Participation rate | 83.3% | 84.3%-0.9pp | 87.6%-4.2pp | 69.5%+13.8pp |
| Annual return | 17.31% | 25.46%-8.1pp | 115.59%-98.3pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,408 | $3,907-64.0% | $5,614-74.9% | $2,440-42.3% |
| Participant deferral / active EE | $1,596 | $5,481-70.9% | $7,298-78.1% | $3,607-55.8% |
| Admin fee / account holder | $722 | $7,972-90.9% | $10,843-93.3% | $5,124-85.9% |