Filed October 8, 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 | $347,033 | $84,695+309.7% | $73,843+370.0% | $125,391+176.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.39% | 3123.53%-3123.9pp | 2267.84%-2268.2pp | 282.22%-282.6pp |
| Employer contribution / active EE | $14,729 | $3,123+371.6% | $2,787+428.4% | $4,866+202.7% |
| Participant deferral / active EE | $14,729 | $3,992+268.9% | $3,583+311.1% | $5,352+175.2% |
| Admin fee / account holder | $586 | $5,691-89.7% | $4,880-88.0% | $9,540-93.9% |