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 | $868,942 | $198,466+337.8% | $170,442+409.8% | $147,584+488.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.69% | 257.29%-240.6pp | 205.93%-189.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $43,206 | $6,184+598.7% | $5,433+695.3% | $4,876+786.0% |
| Participant deferral / active EE | $15,504 | $5,629+175.4% | $4,939+213.9% | $5,439+185.1% |
| Admin fee / account holder | $39,653 | $16,852+135.3% | $13,880+185.7% | $10,885+264.3% |