Filed April 28, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,121 | $178,174-79.2% | $156,181-76.2% | $137,256-73.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 6.31% | 84.19%-77.9pp | 64.87%-58.6pp | 220.34%-214.0pp |
| Employer contribution / active EE | $592 | $4,972-88.1% | $4,294-86.2% | $4,156-85.8% |
| Participant deferral / active EE | $2,039 | $6,888-70.4% | $6,132-66.7% | $6,407-68.2% |
| Admin fee / account holder | $8,726 | $17,404-49.9% | $14,586-40.2% | $12,270-28.9% |