Filed January 17, 2007 (most recent of 2 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 | $228,311 | $79,944+185.6% | $98,439+131.9% | $75,163+203.8% |
| Participation rate | 96.8% | 70.4%+26.4pp | 75.2%+21.6pp | 67.2%+29.6pp |
| Annual return | 9.91% | 19.75%-9.8pp | 21.16%-11.2pp | 160.62%-150.7pp |
| Employer contribution / active EE | $4,929 | $2,264+117.7% | $3,048+61.7% | $2,670+84.6% |
| Participant deferral / active EE | $1,938 | $3,752-48.3% | $4,738-59.1% | $4,125-53.0% |
| Admin fee / account holder | $21,887 | $6,840+220.0% | $8,948+144.6% | $5,651+287.3% |