Filed April 28, 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 4-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,481 | $78,672-82.9% | $109,143-87.6% | $85,850-84.3% |
| Participation rate | 94.6% | 68.3%+26.4pp | 75.9%+18.8pp | 69.3%+25.3pp |
| Annual return | 42.69% | 25.09%+17.6pp | 25.75%+16.9pp | 318.53%-275.8pp |
| Employer contribution / active EE | $1,513 | $2,735-44.7% | $3,722-59.3% | $2,565-41.0% |
| Participant deferral / active EE | $3,857 | $3,467+11.2% | $4,653-17.1% | $3,952-2.4% |
| Admin fee / account holder | $642 | $5,469-88.3% | $6,752-90.5% | $6,260-89.7% |