Filed June 27, 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 | $189,758 | $89,698+111.6% | $103,464+83.4% | $80,874+134.6% |
| Participation rate | 90.9% | 76.0%+14.9pp | 80.5%+10.4pp | 67.6%+23.3pp |
| Annual return | 10.63% | 22.78%-12.1pp | 23.91%-13.3pp | 35.62%-25.0pp |
| Employer contribution / active EE | $4,000 | $4,018-0.5% | $4,677-14.5% | $2,756+45.1% |
| Participant deferral / active EE | $8,249 | $5,456+51.2% | $6,624+24.5% | $4,297+92.0% |
| Admin fee / account holder | $13,202 | $6,768+95.1% | $9,410+40.3% | $6,935+90.4% |