Filed March 29, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $251,684 | $61,660+308.2% | $80,019+214.5% | $64,186+292.1% |
| Participation rate | 95.7% | 71.7%+24.0pp | 75.8%+19.9pp | 69.6%+26.1pp |
| Annual return | -3.76% | -0.33%-3.4pp | 11.22%-15.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,031 | $2,968+69.5% | $3,686+36.5% | $3,470+45.0% |
| Admin fee / account holder | $12,968 | $5,417+139.4% | $6,521+98.9% | $4,888+165.3% |