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 | $81,044 | $125,758-35.6% | $169,993-52.3% | $75,163+7.8% |
| Participation rate | 75.8% | 83.6%-7.8pp | 87.0%-11.2pp | 67.2%+8.6pp |
| Annual return | 12.84% | 27.20%-14.4pp | 53.37%-40.5pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,598 | $4,615-65.4% | $6,785-76.4% | $2,670-40.1% |
| Participant deferral / active EE | $2,207 | $6,837-67.7% | $10,408-78.8% | $4,125-46.5% |
| Admin fee / account holder | $8,883 | $8,173+8.7% | $12,815-30.7% | $5,651+57.2% |