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 | $103,273 | $49,173+110.0% | $121,098-14.7% | $75,163+37.4% |
| Participation rate | 84.6% | 55.4%+29.2pp | 69.5%+15.1pp | 67.2%+17.4pp |
| Annual return | -5.29% | 55.99%-61.3pp | 985.75%-991.0pp | 160.62%-165.9pp |
| Employer contribution / active EE | $1,955 | $1,546+26.5% | $4,164-53.0% | $2,670-26.8% |
| Participant deferral / active EE | $4,099 | $2,628+56.0% | $4,080+0.5% | $4,125-0.6% |
| Admin fee / account holder | $5,463 | $3,942+38.6% | $5,644-3.2% | $5,651-3.3% |