Filed October 26, 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 | $203,358 | $160,055+27.1% | $140,016+45.2% | $135,375+50.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -56.64% | 911.38%-968.0pp | 651.12%-707.8pp | 519.73%-576.4pp |
| Employer contribution / active EE | $9,890 | $6,420+54.0% | $5,606+76.4% | $4,779+107.0% |
| Participant deferral / active EE | $23,591 | $7,642+208.7% | $6,927+240.6% | $5,609+320.6% |
| Admin fee / account holder | $3,758 | $13,328-71.8% | $10,705-64.9% | $10,827-65.3% |