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 | $281,346 | $125,758+123.7% | $169,993+65.5% | $75,163+274.3% |
| Participation rate | 74.2% | 83.6%-9.4pp | 87.0%-12.8pp | 67.2%+7.0pp |
| Annual return | 18.29% | 27.20%-8.9pp | 53.37%-35.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $4,280 | $4,615-7.2% | $6,785-36.9% | $2,670+60.3% |
| Participant deferral / active EE | $10,741 | $6,837+57.1% | $10,408+3.2% | $4,125+160.4% |
| Admin fee / account holder | $27,043 | $8,173+230.9% | $12,815+111.0% | $5,651+378.6% |