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 | $15,745 | $53,516-70.6% | $126,539-87.6% | $84,808-81.4% |
| Participation rate | 73.3% | 58.2%+15.1pp | 69.8%+3.5pp | 68.3%+5.0pp |
| Annual return | 12.44% | 58.34%-45.9pp | 425.95%-413.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,808 | $2,671-32.3% | $4,083-55.7% | $4,212-57.1% |
| Admin fee / account holder | $6,981 | $4,497+55.2% | $6,065+15.1% | $7,344-4.9% |