Filed October 19, 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 | $103,732 | $78,422+32.3% | $95,952+8.1% | $79,858+29.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -0.28% | 19.37%-19.7pp | 91.61%-91.9pp | 31.71%-32.0pp |
| Employer contribution / active EE | $1,216 | $1,945-37.5% | $2,541-52.2% | $2,471-50.8% |
| Participant deferral / active EE | $5,521 | $3,440+60.5% | $4,167+32.5% | $3,740+47.6% |
| Admin fee / account holder | $2,599 | $5,622-53.8% | $6,795-61.7% | $5,306-51.0% |