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 | $404,626 | $74,888+440.3% | $71,209+468.2% | $142,382+184.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.61% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $19,399 | $2,854+579.6% | $2,721+613.0% | $4,299+351.2% |
| Participant deferral / active EE | $11,031 | $4,454+147.6% | $4,175+164.2% | $6,507+69.5% |
| Admin fee / account holder | $30,366 | $5,568+445.3% | $5,349+467.7% | $12,624+140.5% |