Filed April 9, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,678 | $148,978-28.4% | $200,582-46.8% | $84,808+25.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.80% | 28.16%-14.4pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $6,302 | $4,815+30.9% | $6,419-1.8% | $2,631+139.5% |
| Participant deferral / active EE | $1,554 | $7,142-78.2% | $9,331-83.4% | $4,212-63.1% |
| Admin fee / account holder | $477 | $13,977-96.6% | $16,305-97.1% | $7,344-93.5% |