Filed June 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,793 | $123,793+276.3% | $177,821+161.9% | $79,858+483.3% |
| Participation rate | 95.9% | 84.7%+11.3pp | 87.7%+8.2pp | 69.6%+26.3pp |
| Annual return | 10.24% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $4,746 | $4,095+15.9% | $5,918-19.8% | $2,471+92.1% |
| Participant deferral / active EE | $13,861 | $5,956+132.7% | $7,714+79.7% | $3,740+270.6% |
| Admin fee / account holder | $4,911 | $7,243-32.2% | $12,427-60.5% | $5,306-7.4% |