Filed April 28, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,373 | $197,591-76.5% | $177,821-73.9% | $158,922-70.8% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 11.99% | 58.76%-46.8pp | 48.32%-36.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,440 | $6,697-78.5% | $5,918-75.7% | $4,761-69.8% |
| Participant deferral / active EE | $2,878 | $8,405-65.8% | $7,714-62.7% | $5,982-51.9% |
| Admin fee / account holder | $6,525 | $15,399-57.6% | $12,427-47.5% | $11,246-42.0% |