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 | $80,548 | $137,414-41.4% | $189,513-57.5% | $85,850-6.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 87.8%-7.8pp | 69.3%+10.7pp |
| Annual return | 10.57% | 38.14%-27.6pp | 555.15%-544.6pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,390 | $4,344-68.0% | $6,162-77.4% | $2,565-45.8% |
| Participant deferral / active EE | $2,492 | $6,260-60.2% | $8,221-69.7% | $3,952-36.9% |
| Admin fee / account holder | $1,173 | $8,630-86.4% | $12,045-90.3% | $6,260-81.3% |