Filed September 21, 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 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 | $48,440 | $185,822-73.9% | $169,993-71.5% | $139,434-65.3% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 7.62% | 60.50%-52.9pp | 53.37%-45.8pp | 372.94%-365.3pp |
| Employer contribution / active EE | $2,789 | $7,590-63.3% | $6,785-58.9% | $4,751-41.3% |
| Participant deferral / active EE | $319 | $11,622-97.3% | $10,408-96.9% | $6,710-95.2% |
| Admin fee / account holder | $304 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |