Filed March 5, 2007 (most recent of 2 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.
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.)
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 | $21,567 | $94,529-77.2% | $140,016-84.6% | $64,186-66.4% |
| Participation rate | 98.9% | 84.1%+14.8pp | 87.5%+11.4pp | 69.6%+29.4pp |
| Annual return | -9.85% | 7.77%-17.6pp | 651.12%-661.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,606 | $3,812-57.9% | $5,606-71.4% | $2,381-32.6% |
| Participant deferral / active EE | $2,202 | $5,250-58.1% | $6,927-68.2% | $3,470-36.5% |
| Admin fee / account holder | $986 | $6,741-85.4% | $10,705-90.8% | $4,888-79.8% |