Filed April 12, 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 | $246,238 | $137,414+79.2% | $189,513+29.9% | $85,850+186.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 10.39% | 38.14%-27.7pp | 555.15%-544.8pp | 318.53%-308.1pp |
| Employer contribution / active EE | $3,648 | $4,344-16.0% | $6,162-40.8% | $2,565+42.2% |
| Participant deferral / active EE | $5,936 | $6,260-5.2% | $8,221-27.8% | $3,952+50.2% |
| Admin fee / account holder | $2,468 | $8,630-71.4% | $12,045-79.5% | $6,260-60.6% |