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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,768 | $148,978-36.4% | $200,582-52.8% | $84,808+11.7% |
| Participation rate | 73.5% | 84.2%-10.7pp | 86.9%-13.4pp | 68.3%+5.2pp |
| Annual return | 14.30% | 28.16%-13.9pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,071 | $4,815-77.8% | $6,419-83.3% | $2,631-59.3% |
| Participant deferral / active EE | $1,183 | $7,142-83.4% | $9,331-87.3% | $4,212-71.9% |
| Admin fee / account holder | $4,362 | $13,977-68.8% | $16,305-73.2% | $7,344-40.6% |