Filed July 31, 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.)
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 | $38,185 | $146,267-73.9% | $197,124-80.6% | $82,448-53.7% |
| Participation rate | 74.2% | 84.0%-9.8pp | 86.7%-12.5pp | 68.1%+6.1pp |
| Annual return | 13.97% | 29.61%-15.6pp | 44.34%-30.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,484 | $4,723-68.6% | $6,227-76.2% | $2,551-41.8% |
| Participant deferral / active EE | $2,321 | $7,035-67.0% | $9,135-74.6% | $4,139-43.9% |
| Admin fee / account holder | $15,879 | $14,422+10.1% | $16,298-2.6% | $7,234+119.5% |