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 | $40,937 | $109,817-62.7% | $98,442-58.4% | $167,490-75.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.00% | 1956.69%-1948.7pp | 1492.73%-1484.7pp | 478.56%-470.6pp |
| Employer contribution / active EE | $6,517 | $3,224+102.2% | $2,960+120.2% | $4,837+34.7% |
| Participant deferral / active EE | $10,661 | $4,673+128.1% | $4,276+149.3% | $6,341+68.1% |
| Admin fee / account holder | $52,727 | $6,753+680.8% | $5,949+786.3% | $12,309+328.4% |