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 | $400,085 | $209,411+91.1% | $178,490+124.2% | $158,922+151.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.06% | 188.75%-159.7pp | 151.07%-122.0pp | 302.83%-273.8pp |
| Employer contribution / active EE | $14,917 | $5,706+161.4% | $5,011+197.7% | $4,761+213.3% |
| Participant deferral / active EE | $9,828 | $5,954+65.1% | $5,202+88.9% | $5,982+64.3% |
| Admin fee / account holder | $61,864 | $17,074+262.3% | $13,984+342.4% | $11,246+450.1% |