Filed August 27, 2007
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 5-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.
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 | $16,101 | $57,281-71.9% | $86,612-81.4% | $75,163-78.6% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 10.48% | 2670.75%-2660.3pp | 591.07%-580.6pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,561 | $2,314-32.6% | $3,022-48.4% | $2,670-41.5% |
| Participant deferral / active EE | $5,027 | $3,318+51.5% | $4,438+13.3% | $4,125+21.9% |
| Admin fee / account holder | $4,626 | $4,112+12.5% | $5,614-17.6% | $5,651-18.1% |