Filed December 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.
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 | $182,881 | $82,032+122.9% | $123,104+48.6% | $59,632+206.7% |
| Participation rate | 98.6% | 83.2%+15.3pp | 86.8%+11.8pp | 68.7%+29.9pp |
| Annual return | -2.87% | 5.12%-8.0pp | 13.22%-16.1pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $10,498 | $3,297+218.4% | $5,151+103.8% | $2,203+376.6% |
| Participant deferral / active EE | $11,497 | $4,667+146.4% | $6,230+84.6% | $3,192+260.2% |
| Admin fee / account holder | $5,939 | $5,881+1.0% | $9,015-34.1% | $4,297+38.2% |