Filed March 30, 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 | $339,434 | $127,100+167.1% | $105,738+221.0% | $135,375+150.7% |
| Participation rate | 88.2% | 82.7%+5.5pp | 76.3%+11.9pp | 82.6%+5.6pp |
| Annual return | 4.44% | 4.49%-0.1pp | 6.27%-1.8pp | 519.73%-515.3pp |
| Employer contribution / active EE | $9,313 | $4,107+126.8% | $3,268+184.9% | $4,779+94.9% |
| Participant deferral / active EE | $7,299 | $5,064+44.1% | $4,080+78.9% | $5,609+30.1% |
| Admin fee / account holder | $4,939 | $9,087-45.7% | $6,913-28.6% | $10,827-54.4% |