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.
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 | $41,130 | $144,119-71.5% | $117,854-65.1% | $147,584-72.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.51% | 531.15%-522.6pp | 335.08%-326.6pp | 578.55%-570.0pp |
| Employer contribution / active EE | $1,421 | $4,896-71.0% | $3,786-62.5% | $4,876-70.9% |
| Participant deferral / active EE | $4,145 | $5,316-22.0% | $4,482-7.5% | $5,439-23.8% |
| Admin fee / account holder | $29,840 | $10,886+174.1% | $8,020+272.1% | $10,885+174.1% |