Filed June 17, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $950,399 | $166,020+472.5% | $164,866+476.5% | $145,959+551.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.49% | 100.08%-94.6pp | 69.97%-64.5pp | 561.95%-556.5pp |
| Employer contribution / active EE | $55,200 | $5,275+946.5% | $4,343+1171.1% | $4,661+1084.3% |
| Participant deferral / active EE | $21,300 | $6,961+206.0% | $6,033+253.1% | $6,689+218.5% |
| Admin fee / account holder | $998 | $16,644-94.0% | $12,689-92.1% | $13,398-92.6% |