Filed March 23, 2007 (most recent of 4 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,713 | $171,164-71.0% | $127,761-61.1% | $152,861-67.5% |
| Participation rate | 78.9% | 83.4%-4.5pp | 79.0%0pp | 82.4%-3.5pp |
| Annual return | 8.88% | 23.54%-14.7pp | 26.14%-17.3pp | 345.32%-336.4pp |
| Employer contribution / active EE | $1,094 | $5,447-79.9% | $4,574-76.1% | $4,762-77.0% |
| Participant deferral / active EE | $1,946 | $7,038-72.4% | $6,021-67.7% | $5,850-66.7% |
| Admin fee / account holder | $1,936 | $14,530-86.7% | $9,395-79.4% | $11,596-83.3% |