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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,727 | $180,028-73.5% | $138,135-65.4% | $158,922-70.0% |
| Participation rate | 77.8% | 82.2%-4.5pp | 78.7%-0.9pp | 82.0%-4.2pp |
| Annual return | 7.40% | 21.68%-14.3pp | 20.51%-13.1pp | 302.83%-295.4pp |
| Employer contribution / active EE | $453 | $7,470-93.9% | $5,587-91.9% | $4,761-90.5% |
| Participant deferral / active EE | $1,877 | $7,717-75.7% | $6,431-70.8% | $5,982-68.6% |
| Admin fee / account holder | $7,576 | $17,912-57.7% | $11,856-36.1% | $11,246-32.6% |