Filed June 27, 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 | $411,058 | $109,359+275.9% | $162,163+153.5% | $72,985+463.2% |
| Participation rate | 94.0% | 84.3%+9.7pp | 87.6%+6.4pp | 69.5%+24.5pp |
| Annual return | 21.76% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,966 | $3,907+27.1% | $5,614-11.5% | $2,440+103.5% |
| Participant deferral / active EE | $12,407 | $5,481+126.4% | $7,298+70.0% | $3,607+243.9% |
| Admin fee / account holder | $20,122 | $7,972+152.4% | $10,843+85.6% | $5,124+292.7% |