Filed April 28, 2007 (most recent of 3 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,730 | $87,841-71.8% | $133,980-81.5% | $62,891-60.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.06% | 12.05%-9.0pp | 29.30%-26.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $3,444 | $3,483-1.1% | $5,211-33.9% | $2,281+51.0% |
| Participant deferral / active EE | $3,102 | $4,812-35.5% | $6,282-50.6% | $3,203-3.2% |
| Admin fee / account holder | $692 | $5,371-87.1% | $9,324-92.6% | $4,296-83.9% |