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 | $121,716 | $80,968+50.3% | $96,544+26.1% | $75,163+61.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.65% | 27.06%-26.4pp | 25.84%-25.2pp | 160.62%-160.0pp |
| Employer contribution / active EE | $2,359 | $2,282+3.4% | $2,965-20.4% | $2,670-11.6% |
| Participant deferral / active EE | $6,549 | $3,928+66.7% | $4,851+35.0% | $4,125+58.8% |
| Admin fee / account holder | $15,056 | $6,724+123.9% | $8,252+82.4% | $5,651+166.4% |