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 | $323,015 | $137,414+135.1% | $189,513+70.4% | $85,850+276.3% |
| Participation rate | 96.9% | 84.6%+12.3pp | 87.8%+9.1pp | 69.3%+27.6pp |
| Annual return | 15.88% | 38.14%-22.3pp | 555.15%-539.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $4,104 | $4,344-5.5% | $6,162-33.4% | $2,565+60.0% |
| Participant deferral / active EE | $9,467 | $6,260+51.2% | $8,221+15.2% | $3,952+139.6% |
| Admin fee / account holder | $34,831 | $8,630+303.6% | $12,045+189.2% | $6,260+456.4% |