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 | $400,494 | $78,672+409.1% | $109,143+266.9% | $85,850+366.5% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | 57.71% | 25.09%+32.6pp | 25.75%+32.0pp | 318.53%-260.8pp |
| Employer contribution / active EE | $6,961 | $2,735+154.5% | $3,722+87.0% | $2,565+171.4% |
| Participant deferral / active EE | $6,454 | $3,467+86.1% | $4,653+38.7% | $3,952+63.3% |
| Admin fee / account holder | $16,226 | $5,469+196.7% | $6,752+140.3% | $6,260+159.2% |