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 | $268,304 | $148,978+80.1% | $200,582+33.8% | $84,808+216.4% |
| Participation rate | 97.0% | 84.2%+12.7pp | 86.9%+10.1pp | 68.3%+28.7pp |
| Annual return | 20.22% | 28.16%-7.9pp | 42.33%-22.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $4,623 | $4,815-4.0% | $6,419-28.0% | $2,631+75.7% |
| Participant deferral / active EE | $12,899 | $7,142+80.6% | $9,331+38.2% | $4,212+206.3% |
| Admin fee / account holder | $56,516 | $13,977+304.3% | $16,305+246.6% | $7,344+669.6% |