Filed April 12, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,435 | $89,739-73.9% | $149,718-84.3% | $62,292-62.4% |
| Participation rate | 71.9% | 85.1%-13.2pp | 87.1%-15.1pp | 69.5%+2.4pp |
| Annual return | 5.95% | 21.01%-15.1pp | 1501.63%-1495.7pp | 28.90%-22.9pp |
| Employer contribution / active EE | $785 | $3,233-75.7% | $5,445-85.6% | $2,042-61.6% |
| Participant deferral / active EE | $2,022 | $4,797-57.9% | $6,569-69.2% | $3,169-36.2% |
| Admin fee / account holder | $1,807 | $551+227.9% | $11,283-84.0% | $479+277.1% |