Filed February 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $554,289 | $89,753+517.6% | $107,525+415.5% | $84,808+553.6% |
| Participation rate | 92.1% | 68.1%+24.0pp | 75.1%+17.0pp | 68.3%+23.8pp |
| Annual return | 9.38% | 29.48%-20.1pp | 181.32%-171.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $11,578 | $3,113+271.9% | $3,754+208.5% | $2,631+340.1% |
| Participant deferral / active EE | $3,852 | $4,056-5.0% | $5,116-24.7% | $4,212-8.5% |
| Admin fee / account holder | $5,819 | $7,222-19.4% | $8,919-34.8% | $7,344-20.8% |