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 | $63,881 | $123,793-48.4% | $177,821-64.1% | $79,858-20.0% |
| Participation rate | 84.2% | 84.7%-0.4pp | 87.7%-3.5pp | 69.6%+14.6pp |
| Annual return | 10.83% | 22.82%-12.0pp | 48.32%-37.5pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,434 | $4,095-65.0% | $5,918-75.8% | $2,471-42.0% |
| Participant deferral / active EE | $1,670 | $5,956-72.0% | $7,714-78.4% | $3,740-55.4% |
| Admin fee / account holder | $4,549 | $7,243-37.2% | $12,427-63.4% | $5,306-14.3% |