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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $239,571+225.6% | $183,328+325.5% | $137,256+468.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 12.03% | 35.69%-23.7pp | 29.67%-17.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $13,990 | $6,148+127.6% | $5,055+176.8% | $4,156+236.6% |
| Participant deferral / active EE | $22,488 | $7,995+181.3% | $6,795+230.9% | $6,407+251.0% |
| Admin fee / account holder | $95,407 | $30,059+217.4% | $21,427+345.3% | $12,270+677.5% |