Filed February 27, 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 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 | $189,118 | $65,365+189.3% | $92,893+103.6% | $72,985+159.1% |
| Participation rate | 87.1% | 68.3%+18.8pp | 76.0%+11.1pp | 69.5%+17.6pp |
| Annual return | -6.43% | 42.10%-48.5pp | 109.41%-115.8pp | 81.00%-87.4pp |
| Employer contribution / active EE | $5,955 | $2,594+129.6% | $3,653+63.0% | $2,440+144.1% |
| Participant deferral / active EE | $5,170 | $3,128+65.2% | $4,236+22.0% | $3,607+43.3% |
| Admin fee / account holder | $1,240 | $4,251-70.8% | $5,794-78.6% | $5,124-75.8% |