Filed October 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 | $330,772 | $109,881+201.0% | $150,045+120.4% | $84,808+290.0% |
| Participation rate | 98.9% | 76.1%+22.8pp | 82.3%+16.6pp | 68.3%+30.6pp |
| Annual return | 74.19% | 28.25%+45.9pp | 62.55%+11.6pp | 40.90%+33.3pp |
| Employer contribution / active EE | $12,984 | $3,561+264.6% | $4,693+176.7% | $2,631+393.5% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $33,020 | $8,568+285.4% | $13,435+145.8% | $7,344+349.6% |