Filed September 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 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 | $85,679 | $53,777+59.3% | $134,143-36.1% | $79,858+7.3% |
| Participation rate | 96.4% | 58.8%+37.6pp | 72.2%+24.2pp | 69.6%+26.7pp |
| Annual return | 5.63% | 19.01%-13.4pp | 36.33%-30.7pp | 31.71%-26.1pp |
| Employer contribution / active EE | $2,235 | $1,321+69.1% | $3,704-39.7% | $2,471-9.6% |
| Participant deferral / active EE | $3,816 | $2,420+57.7% | $3,499+9.1% | $3,740+2.0% |
| Admin fee / account holder | $4,882 | $3,984+22.5% | $6,684-27.0% | $5,306-8.0% |