Filed July 27, 2007 (most recent of 2 filings on file)
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 | $285,648 | $148,534+92.3% | $135,903+110.2% | $139,434+104.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.26% | 79.19%-61.9pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $18,526 | $5,243+253.4% | $4,856+281.5% | $4,751+290.0% |
| Participant deferral / active EE | $9,829 | $8,100+21.3% | $7,758+26.7% | $6,710+46.5% |
| Admin fee / account holder | $4,610 | $12,400-62.8% | $10,762-57.2% | $11,403-59.6% |