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 | $11,590 | $51,576-77.5% | $129,207-91.0% | $80,856-85.7% |
| Participation rate | 74.3% | 57.0%+17.3pp | 69.6%+4.7pp | 67.6%+6.7pp |
| Annual return | 8.77% | 20.81%-12.0pp | 9417.33%-9408.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $38 | $1,584-97.6% | $4,153-99.1% | $2,755-98.6% |
| Participant deferral / active EE | $1,732 | $2,669-35.1% | $4,168-58.5% | $4,296-59.7% |
| Admin fee / account holder | $1,924 | $4,305-55.3% | $7,715-75.1% | $6,918-72.2% |