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 | $673,051 | $138,347+386.5% | $184,203+265.4% | $80,856+732.4% |
| Participation rate | 90.7% | 83.9%+6.8pp | 86.8%+3.9pp | 67.6%+23.1pp |
| Annual return | 14.72% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,870 | $4,850+0.4% | $6,427-24.2% | $2,755+76.8% |
| Participant deferral / active EE | $15,849 | $7,071+124.1% | $9,131+73.6% | $4,296+268.9% |
| Admin fee / account holder | $40,801 | $10,483+289.2% | $13,901+193.5% | $6,918+489.8% |