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 | $54,093 | $201,272-73.1% | $184,203-70.6% | $145,922-62.9% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 6.74% | 29.00%-22.3pp | 28.81%-22.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $3,004 | $7,022-57.2% | $6,427-53.3% | $4,660-35.5% |
| Participant deferral / active EE | $319 | $9,806-96.7% | $9,131-96.5% | $6,688-95.2% |
| Admin fee / account holder | $3,163 | $16,364-80.7% | $13,901-77.2% | $13,397-76.4% |