Filed February 27, 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 | $779,987 | $238,490+227.1% | $180,183+332.9% | $142,382+447.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 12.03% | 33.56%-21.5pp | 27.86%-15.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $13,990 | $6,143+127.8% | $5,039+177.6% | $4,299+225.4% |
| Participant deferral / active EE | $22,488 | $7,996+181.2% | $6,822+229.6% | $6,507+245.6% |
| Admin fee / account holder | $95,407 | $28,866+230.5% | $19,975+377.6% | $12,624+655.8% |