Filed May 22, 2007
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 | $387,960 | $99,918+288.3% | $81,382+376.7% | $145,922+165.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.59% | 34.32%-17.7pp | 24.73%-8.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $11,405 | $2,978+283.0% | $2,463+363.1% | $4,660+144.8% |
| Participant deferral / active EE | $6,900 | $4,605+49.8% | $3,883+77.7% | $6,688+3.2% |
| Admin fee / account holder | $11,715 | $8,212+42.7% | $5,768+103.1% | $13,397-12.6% |