Filed December 11, 2007 (most recent of 3 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 | $253,915 | $180,028+41.0% | $138,135+83.8% | $158,922+59.8% |
| Participation rate | 77.3% | 82.2%-5.0pp | 78.7%-1.4pp | 82.0%-4.7pp |
| Annual return | 9.46% | 21.68%-12.2pp | 20.51%-11.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $3,917 | $7,470-47.6% | $5,587-29.9% | $4,761-17.7% |
| Participant deferral / active EE | $9,241 | $7,717+19.7% | $6,431+43.7% | $5,982+54.5% |
| Admin fee / account holder | $50,215 | $17,912+180.3% | $11,856+323.5% | $11,246+346.5% |