Filed October 26, 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 | $260,525 | $167,484+55.6% | $151,611+71.8% | $134,475+93.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.50% | 7.80%-15.3pp | 3.33%-10.8pp | 417.96%-425.5pp |
| Employer contribution / active EE | $6,726 | $6,829-1.5% | $6,166+9.1% | $4,740+41.9% |
| Participant deferral / active EE | $15,019 | $8,986+67.1% | $8,363+79.6% | $6,400+134.7% |
| Admin fee / account holder | $11,072 | $13,783-19.7% | $11,616-4.7% | $11,426-3.1% |