Filed April 17, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,079 | $58,694-38.5% | $142,863-74.7% | $85,850-58.0% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 8.64% | 27.72%-19.1pp | 5637.54%-5628.9pp | 318.53%-309.9pp |
| Employer contribution / active EE | $14 | $1,423-99.0% | $4,144-99.7% | $2,565-99.5% |
| Participant deferral / active EE | $1,056 | $2,607-59.5% | $3,837-72.5% | $3,952-73.3% |
| Admin fee / account holder | $562 | $4,239-86.7% | $6,560-91.4% | $6,260-91.0% |