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 | $329,821 | $185,822+77.5% | $169,993+94.0% | $139,434+136.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.11% | 60.50%-41.4pp | 53.37%-34.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $9,187 | $7,590+21.0% | $6,785+35.4% | $4,751+93.4% |
| Participant deferral / active EE | $7,033 | $11,622-39.5% | $10,408-32.4% | $6,710+4.8% |
| Admin fee / account holder | $5,957 | $15,381-61.3% | $12,815-53.5% | $11,403-47.8% |