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 | $618,068 | $125,758+391.5% | $169,993+263.6% | $75,163+722.3% |
| Participation rate | 93.0% | 83.6%+9.4pp | 87.0%+6.0pp | 67.2%+25.8pp |
| Annual return | 13.81% | 27.20%-13.4pp | 53.37%-39.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $5,748 | $4,615+24.6% | $6,785-15.3% | $2,670+115.3% |
| Participant deferral / active EE | $14,302 | $6,837+109.2% | $10,408+37.4% | $4,125+246.7% |
| Admin fee / account holder | $49,195 | $8,173+501.9% | $12,815+283.9% | $5,651+770.6% |