Filed March 27, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,444 | $100,773+216.0% | $88,946+258.0% | $142,382+123.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.65% | 70.18%-59.5pp | 57.82%-47.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $14,589 | $2,918+400.0% | $2,555+471.0% | $4,299+239.3% |
| Participant deferral / active EE | $1,611 | $5,230-69.2% | $4,581-64.8% | $6,507-75.2% |
| Admin fee / account holder | $1,868 | $9,693-80.7% | $8,261-77.4% | $12,624-85.2% |