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.
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 | $47,240 | $192,717-75.5% | $142,449-66.8% | $139,434-66.1% |
| Participation rate | 78.6% | 81.5%-2.9pp | 76.8%+1.8pp | 80.3%-1.7pp |
| Annual return | 15.19% | 17.99%-2.8pp | 19.99%-4.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,182 | $5,806-79.6% | $4,847-75.6% | $4,751-75.1% |
| Participant deferral / active EE | $2,389 | $7,208-66.9% | $6,283-62.0% | $6,710-64.4% |
| Admin fee / account holder | $5,021 | $15,124-66.8% | $10,011-49.8% | $11,403-56.0% |