Filed June 29, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,690 | $88,707-91.3% | $74,183-89.6% | $273,961-97.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 3.37% | 11.94%-8.6pp | 17.74%-14.4pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,418 | $3,159-55.1% | $2,370-40.2% | $4,869-70.9% |
| Participant deferral / active EE | $610 | $4,212-85.5% | $3,550-82.8% | $5,287-88.5% |
| Admin fee / account holder | $4,434 | $8,717-49.1% | $5,586-20.6% | $10,132-56.2% |