Filed December 18, 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 | $545,189 | $159,901+241.0% | $146,958+271.0% | $145,922+273.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $5,715 | $5,286+8.1% | $4,933+15.9% | $4,660+22.6% |
| Participant deferral / active EE | $19,850 | $8,428+135.5% | $8,070+146.0% | $6,688+196.8% |
| Admin fee / account holder | $22,383 | $15,044+48.8% | $12,998+72.2% | $13,397+67.1% |