Filed April 10, 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 | $124,709 | $51,638+141.5% | $68,368+82.4% | $82,448+51.3% |
| Participation rate | 95.3% | 63.6%+31.7pp | 73.8%+21.6pp | 68.1%+27.3pp |
| Annual return | 13.22% | 37.53%-24.3pp | 292.57%-279.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $4,125 | $2,047+101.6% | $2,649+55.7% | $2,551+61.7% |
| Participant deferral / active EE | $9,033 | $2,914+210.0% | $4,123+119.1% | $4,139+118.2% |
| Admin fee / account holder | $1,900 | $4,643-59.1% | $5,150-63.1% | $7,234-73.7% |