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 | $365,116 | $57,016+540.4% | $84,966+329.7% | $80,856+351.6% |
| Participation rate | 90.7% | 56.3%+34.4pp | 67.5%+23.2pp | 67.6%+23.1pp |
| Annual return | 20.40% | 21.66%-1.3pp | 66.38%-46.0pp | 35.59%-15.2pp |
| Employer contribution / active EE | $5,855 | $1,798+225.7% | $2,727+114.7% | $2,755+112.5% |
| Participant deferral / active EE | $11,752 | $3,110+277.9% | $4,519+160.0% | $4,296+173.6% |
| Admin fee / account holder | $1,816 | $4,980-63.5% | $6,149-70.5% | $6,918-73.8% |