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 | $291,507 | $123,793+135.5% | $177,821+63.9% | $79,858+265.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.97% | 22.82%-5.9pp | 48.32%-31.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $4,070 | $4,095-0.6% | $5,918-31.2% | $2,471+64.7% |
| Participant deferral / active EE | $8,777 | $5,956+47.4% | $7,714+13.8% | $3,740+134.7% |
| Admin fee / account holder | $24,281 | $7,243+235.3% | $12,427+95.4% | $5,306+357.6% |