Filed September 6, 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 | $254,002 | $109,359+132.3% | $162,163+56.6% | $72,985+248.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.09% | 25.46%-2.4pp | 115.59%-92.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,671 | $3,907-6.1% | $5,614-34.6% | $2,440+50.4% |
| Participant deferral / active EE | $8,601 | $5,481+56.9% | $7,298+17.8% | $3,607+138.4% |
| Admin fee / account holder | $2,779 | $7,972-65.1% | $10,843-74.4% | $5,124-45.8% |