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.
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 | $52,580 | $138,347-62.0% | $184,203-71.5% | $80,856-35.0% |
| Participation rate | 88.5% | 83.9%+4.6pp | 86.8%+1.6pp | 67.6%+20.8pp |
| Annual return | 9.88% | 20.02%-10.1pp | 28.81%-18.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,436 | $4,850-49.8% | $6,427-62.1% | $2,755-11.6% |
| Participant deferral / active EE | $4,535 | $7,071-35.9% | $9,131-50.3% | $4,296+5.6% |
| Admin fee / account holder | $7,152 | $10,483-31.8% | $13,901-48.5% | $6,918+3.4% |