Filed October 11, 2007 (most recent of 2 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 | $395,333 | $202,318+95.4% | $172,739+128.9% | $152,861+158.6% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 33.27% | 1029.65%-996.4pp | 802.84%-769.6pp | 345.32%-312.0pp |
| Employer contribution / active EE | $17,247 | $5,856+194.5% | $5,143+235.4% | $4,762+262.2% |
| Participant deferral / active EE | $10,182 | $5,948+71.2% | $5,198+95.9% | $5,850+74.1% |
| Admin fee / account holder | $3,274 | $17,109-80.9% | $13,954-76.5% | $11,596-71.8% |