Filed April 13, 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 5-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.
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 | $91,470 | $160,548-43.0% | $145,218-37.0% | $233,076-60.8% |
| Participation rate | 100.0% | 23.9%+76.1pp | 20.5%+79.5pp | 46.4%+53.6pp |
| Annual return | -4.24% | -0.62%-3.6pp | -0.67%-3.6pp | -82.66%+78.4pp |
| Employer contribution / active EE | $4,880 | $37,810-87.1% | $31,731-84.6% | $43,769-88.9% |
| Participant deferral / active EE | $5,032 | $456+1002.6% | $473+963.1% | $103+4800.0% |
| Admin fee / account holder | $60,154 | $36,086+66.7% | $28,383+111.9% | $11,204+436.9% |