Filed August 3, 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 | $158,589 | $148,978+6.5% | $200,582-20.9% | $84,808+87.0% |
| Participation rate | 97.9% | 84.2%+13.6pp | 86.9%+11.0pp | 68.3%+29.6pp |
| Annual return | 11.09% | 28.16%-17.1pp | 42.33%-31.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $3,638 | $4,815-24.4% | $6,419-43.3% | $2,631+38.3% |
| Participant deferral / active EE | $7,709 | $7,142+7.9% | $9,331-17.4% | $4,212+83.1% |
| Admin fee / account holder | $2,396 | $13,977-82.9% | $16,305-85.3% | $7,344-67.4% |