Filed January 8, 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,777 | $49,922+554.6% | $80,569+305.6% | $75,163+334.8% |
| Participation rate | 89.6% | 55.3%+34.3pp | 67.0%+22.6pp | 67.2%+22.4pp |
| Annual return | 24.91% | 34.69%-9.8pp | 935.43%-910.5pp | 160.62%-135.7pp |
| Employer contribution / active EE | $6,420 | $1,698+278.1% | $2,723+135.7% | $2,670+140.5% |
| Participant deferral / active EE | $12,630 | $2,990+322.4% | $4,447+184.0% | $4,125+206.2% |
| Admin fee / account holder | $1,289 | $3,577-64.0% | $5,377-76.0% | $5,651-77.2% |