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 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.)
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 | $13,483 | $215,361-93.7% | $171,082-92.1% | $273,961-95.1% |
| Participation rate | 94.4% | 82.0%+12.4pp | 76.7%+17.7pp | 83.0%+11.4pp |
| Annual return | 16.06% | 25.14%-9.1pp | 32.56%-16.5pp | 41.45%-25.4pp |
| Employer contribution / active EE | $3,676 | $4,967-26.0% | $4,002-8.2% | $4,869-24.5% |
| Participant deferral / active EE | $5,160 | $5,543-6.9% | $4,797+7.6% | $5,287-2.4% |
| Admin fee / account holder | $610 | $10,846-94.4% | $8,520-92.8% | $10,132-94.0% |