Filed March 9, 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 | $132,742 | $109,359+21.4% | $162,163-18.1% | $72,985+81.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 12.73% | 25.46%-12.7pp | 115.59%-102.9pp | 81.00%-68.3pp |
| Employer contribution / active EE | $3,919 | $3,907+0.3% | $5,614-30.2% | $2,440+60.6% |
| Participant deferral / active EE | $4,686 | $5,481-14.5% | $7,298-35.8% | $3,607+29.9% |
| Admin fee / account holder | $24,952 | $7,972+213.0% | $10,843+130.1% | $5,124+386.9% |