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.
Employer 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 | $81,436 | $138,347-41.1% | $184,203-55.8% | $80,856+0.7% |
| Participation rate | 75.8% | 83.9%-8.1pp | 86.8%-11.1pp | 67.6%+8.1pp |
| Annual return | 9.89% | 20.02%-10.1pp | 28.81%-18.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,272 | $4,850-73.8% | $6,427-80.2% | $2,755-53.8% |
| Participant deferral / active EE | $1,499 | $7,071-78.8% | $9,131-83.6% | $4,296-65.1% |
| Admin fee / account holder | $5,420 | $10,483-48.3% | $13,901-61.0% | $6,918-21.7% |