Filed April 13, 2007 (most recent of 2 filings on file)
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 | $79,753 | $138,385-42.4% | $184,200-56.7% | $80,874-1.4% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 9.16% | 20.02%-10.9pp | 28.80%-19.6pp | 35.62%-26.5pp |
| Employer contribution / active EE | $1,515 | $4,849-68.8% | $6,424-76.4% | $2,756-45.0% |
| Participant deferral / active EE | $3,247 | $7,073-54.1% | $9,132-64.4% | $4,297-24.4% |
| Admin fee / account holder | $1,525 | $10,483-85.4% | $13,907-89.0% | $6,935-78.0% |