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 | $208,765 | $93,170+124.1% | $100,534+107.7% | $84,808+146.2% |
| Participation rate | 98.8% | 75.8%+22.9pp | 80.6%+18.1pp | 68.3%+30.4pp |
| Annual return | 12.96% | 47.13%-34.2pp | 32.66%-19.7pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,790 | $3,985+20.2% | $4,346+10.2% | $2,631+82.1% |
| Participant deferral / active EE | $8,745 | $5,699+53.5% | $6,144+42.3% | $4,212+107.6% |
| Admin fee / account holder | $20,538 | $7,382+178.2% | $7,654+168.3% | $7,344+179.7% |