Filed January 7, 2008
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 | $291,686 | $102,317+185.1% | $146,958+98.5% | $80,856+260.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.15% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $6,614 | $3,713+78.1% | $4,933+34.1% | $2,755+140.1% |
| Participant deferral / active EE | $12,433 | $6,644+87.1% | $8,070+54.1% | $4,296+189.4% |
| Admin fee / account holder | $2,552 | $7,941-67.9% | $12,998-80.4% | $6,918-63.1% |