Filed April 12, 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 | $76,629 | $79,171-3.2% | $102,423-25.2% | $74,495+2.9% |
| Participation rate | 72.3% | 74.8%-2.5pp | 76.5%-4.2pp | 67.2%+5.1pp |
| Annual return | 10.34% | 54.93%-44.6pp | 29.32%-19.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,411 | $2,362-40.3% | $3,023-53.3% | $2,623-46.2% |
| Participant deferral / active EE | $3,626 | $4,415-17.9% | $5,053-28.2% | $4,346-16.6% |
| Admin fee / account holder | $5,080 | $2,001+153.9% | $9,451-46.2% | $1,942+161.6% |