Filed April 12, 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 | $256,122 | $148,978+71.9% | $200,582+27.7% | $84,808+202.0% |
| Participation rate | 92.1% | 84.2%+7.9pp | 86.9%+5.2pp | 68.3%+23.8pp |
| Annual return | 14.96% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,435 | $4,815-7.9% | $6,419-30.9% | $2,631+68.6% |
| Participant deferral / active EE | $7,533 | $7,142+5.5% | $9,331-19.3% | $4,212+78.9% |
| Admin fee / account holder | $68,000 | $13,977+386.5% | $16,305+317.1% | $7,344+826.0% |