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 | $68,679 | $110,094-37.6% | $151,611-54.7% | $68,494+0.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -14.34% | -10.12%-4.2pp | 3.33%-17.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,397 | $4,471-68.8% | $6,166-77.3% | $2,596-46.2% |
| Participant deferral / active EE | $1,926 | $6,527-70.5% | $8,363-77.0% | $4,027-52.2% |
| Admin fee / account holder | $4,286 | $7,719-44.5% | $11,616-63.1% | $5,403-20.7% |