Filed June 12, 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 | $338,341 | $159,602+112.0% | $150,045+125.5% | $142,382+137.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 23.30% | 70.24%-46.9pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,129 | $4,961-57.1% | $4,693-54.6% | $4,299-50.5% |
| Participant deferral / active EE | $7,899 | $8,310-5.0% | $7,997-1.2% | $6,507+21.4% |
| Admin fee / account holder | $114,506 | $14,846+671.3% | $13,435+752.3% | $12,624+807.1% |