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 | $141,329 | $64,324+119.7% | $118,925+18.8% | $79,858+77.0% |
| Participation rate | 94.8% | 64.9%+30.0pp | 75.4%+19.4pp | 69.6%+25.2pp |
| Annual return | 7.03% | 86.45%-79.4pp | 35.88%-28.8pp | 31.71%-24.7pp |
| Employer contribution / active EE | $6,572 | $1,836+257.9% | $3,263+101.5% | $2,471+166.0% |
| Participant deferral / active EE | $8,475 | $2,824+200.1% | $4,265+98.7% | $3,740+126.6% |
| Admin fee / account holder | $18,761 | $4,040+364.4% | $6,581+185.1% | $5,306+253.6% |