Filed December 6, 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 | $329,680 | $209,832+57.1% | $189,513+74.0% | $167,490+96.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.10% | 748.27%-732.2pp | 555.15%-539.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $8,253 | $6,914+19.4% | $6,162+34.0% | $4,837+70.6% |
| Participant deferral / active EE | $6,342 | $8,935-29.0% | $8,221-22.9% | $6,3410% |
| Admin fee / account holder | $39,021 | $14,293+173.0% | $12,045+224.0% | $12,309+217.0% |