Filed October 26, 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 | $413,338 | $214,378+92.8% | $200,582+106.1% | $142,382+190.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 8.61% | 46.41%-37.8pp | 42.33%-33.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $7,767 | $6,841+13.5% | $6,419+21.0% | $4,299+80.7% |
| Participant deferral / active EE | $19,503 | $9,865+97.7% | $9,331+109.0% | $6,507+199.7% |
| Admin fee / account holder | $28,869 | $17,692+63.2% | $16,305+77.1% | $12,624+128.7% |