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 | $437,324 | $96,956+351.1% | $70,014+524.6% | $273,961+59.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.42% | 12.93%-7.5pp | 12.99%-7.6pp | 41.45%-36.0pp |
| Employer contribution / active EE | $14,151 | $3,316+326.8% | $2,338+505.2% | $4,869+190.7% |
| Participant deferral / active EE | $3,754 | $3,744+0.3% | $2,931+28.1% | $5,287-29.0% |
| Admin fee / account holder | $29,004 | $7,934+265.6% | $4,380+562.2% | $10,132+186.3% |