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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $275,139 | $209,336+31.4% | $197,124+39.6% | $137,256+100.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.44% | 48.09%-39.7pp | 44.34%-35.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $10,556 | $6,591+60.2% | $6,227+69.5% | $4,156+154.0% |
| Participant deferral / active EE | $13,889 | $9,614+44.5% | $9,135+52.1% | $6,407+116.8% |
| Admin fee / account holder | $34,944 | $17,308+101.9% | $16,298+114.4% | $12,270+184.8% |