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 | $100,064 | $53,516+87.0% | $126,539-20.9% | $84,808+18.0% |
| Participation rate | 82.5% | 58.2%+24.3pp | 69.8%+12.7pp | 68.3%+14.2pp |
| Annual return | 9.22% | 58.34%-49.1pp | 425.95%-416.7pp | 40.90%-31.7pp |
| Employer contribution / active EE | $2,085 | $1,535+35.8% | $3,674-43.3% | $2,631-20.8% |
| Participant deferral / active EE | $3,794 | $2,671+42.1% | $4,083-7.1% | $4,212-9.9% |
| Admin fee / account holder | $15,270 | $4,497+239.6% | $6,065+151.8% | $7,344+107.9% |