Filed April 28, 2007 (most recent of 3 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 | $148,349 | $148,534-0.1% | $135,903+9.2% | $139,434+6.4% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 9.30% | 79.19%-69.9pp | 68.23%-58.9pp | 372.94%-363.6pp |
| Employer contribution / active EE | $2,680 | $5,243-48.9% | $4,856-44.8% | $4,751-43.6% |
| Participant deferral / active EE | $5,058 | $8,100-37.6% | $7,758-34.8% | $6,710-24.6% |
| Admin fee / account holder | $64,588 | $12,400+420.9% | $10,762+500.1% | $11,403+466.4% |