Filed March 9, 2007 (most recent of 4 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.
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 | $75,475 | $78,422-3.8% | $95,952-21.3% | $79,858-5.5% |
| Participation rate | 82.2% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.6pp |
| Annual return | 7.45% | 19.37%-11.9pp | 91.61%-84.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,250 | $1,945-35.8% | $2,541-50.8% | $2,471-49.4% |
| Participant deferral / active EE | $4,071 | $3,440+18.4% | $4,167-2.3% | $3,740+8.9% |
| Admin fee / account holder | $25,934 | $5,622+361.3% | $6,795+281.6% | $5,306+388.7% |