Filed August 8, 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 | $42,850 | $64,517-33.6% | $81,438-47.4% | $80,874-47.0% |
| Participation rate | 86.8% | 63.9%+22.9pp | 69.5%+17.3pp | 67.6%+19.2pp |
| Annual return | 10.22% | 16.35%-6.1pp | 24.74%-14.5pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,150 | $1,982-42.0% | $2,460-53.3% | $2,756-58.3% |
| Participant deferral / active EE | $1,943 | $3,096-37.2% | $3,883-50.0% | $4,297-54.8% |
| Admin fee / account holder | $999 | $5,677-82.4% | $5,764-82.7% | $6,935-85.6% |