Filed July 25, 2007 (most recent of 4 filings on file)
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 | $843,678 | $181,894+363.8% | $156,549+438.9% | $273,961+208.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.49% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $45,468 | $6,248+627.7% | $5,501+726.5% | $4,869+833.9% |
| Participant deferral / active EE | $3,471 | $5,550-37.5% | $4,871-28.7% | $5,287-34.3% |
| Admin fee / account holder | $55,013 | $15,559+253.6% | $13,027+322.3% | $10,132+443.0% |