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 | $562,354 | $73,933+660.6% | $96,683+481.6% | $75,163+648.2% |
| Participation rate | 83.8% | 66.4%+17.4pp | 74.3%+9.4pp | 67.2%+16.6pp |
| Annual return | 98.19% | 26.70%+71.5pp | 35.69%+62.5pp | 160.62%-62.4pp |
| Employer contribution / active EE | $7,391 | $2,928+152.4% | $3,737+97.8% | $2,670+176.8% |
| Participant deferral / active EE | $5,293 | $3,659+44.7% | $4,878+8.5% | $4,125+28.3% |
| Admin fee / account holder | $11,145 | $5,216+113.7% | $6,730+65.6% | $5,651+97.2% |