Filed April 6, 2007 (most recent of 2 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.
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 | $106,429 | $58,828+80.9% | $77,999+36.4% | $62,891+69.2% |
| Participation rate | 95.4% | 71.1%+24.3pp | 75.5%+19.9pp | 69.3%+26.1pp |
| Annual return | 4.51% | 17.16%-12.6pp | 425.96%-421.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $5,361 | $1,672+220.7% | $2,470+117.0% | $2,281+135.0% |
| Participant deferral / active EE | $5,132 | $2,686+91.1% | $3,497+46.8% | $3,203+60.2% |
| Admin fee / account holder | $9,854 | $4,393+124.3% | $5,480+79.8% | $4,296+129.4% |