Filed March 27, 2007 (most recent of 2 filings on file)
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 | $57,782 | $102,966-43.9% | $90,281-36.0% | $152,861-62.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.74% | 95.16%-86.4pp | 78.10%-69.4pp | 345.32%-336.6pp |
| Employer contribution / active EE | $11,439 | $3,139+264.5% | $2,854+300.8% | $4,762+140.2% |
| Participant deferral / active EE | $17,713 | $4,281+313.7% | $3,885+355.9% | $5,850+202.8% |
| Admin fee / account holder | $66,854 | $6,171+983.4% | $5,351+1149.3% | $11,596+476.5% |