Filed June 18, 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 | $78,150 | $73,004+7.0% | $90,749-13.9% | $68,494+14.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -22.77% | -13.81%-9.0pp | -12.16%-10.6pp | -7.84%-14.9pp |
| Employer contribution / active EE | $2,545 | $2,193+16.1% | $2,921-12.9% | $2,596-2.0% |
| Participant deferral / active EE | $5,863 | $3,627+61.7% | $4,564+28.5% | $4,027+45.6% |
| Admin fee / account holder | $1,523 | $5,896-74.2% | $8,445-82.0% | $5,403-71.8% |