Filed March 28, 2007 (most recent of 2 filings on file)
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 | $287,085 | $96,635+197.1% | $86,612+231.5% | $139,434+105.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.37% | 106.41%-88.0pp | 591.07%-572.7pp | 372.94%-354.6pp |
| Employer contribution / active EE | $35,116 | $3,263+976.2% | $3,022+1061.8% | $4,751+639.2% |
| Participant deferral / active EE | $19,963 | $4,836+312.8% | $4,438+349.9% | $6,710+197.5% |
| Admin fee / account holder | $10,494 | $6,408+63.8% | $5,614+86.9% | $11,403-8.0% |