Filed June 12, 2008 (most recent of 2 filings on file)
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 | $327,535 | $148,978+119.9% | $200,582+63.3% | $84,808+286.2% |
| Participation rate | 91.8% | 84.2%+7.6pp | 86.9%+4.9pp | 68.3%+23.5pp |
| Annual return | 14.19% | 28.16%-14.0pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,779 | $4,815+20.0% | $6,419-10.0% | $2,631+119.7% |
| Participant deferral / active EE | $11,320 | $7,142+58.5% | $9,331+21.3% | $4,212+168.8% |
| Admin fee / account holder | $8,033 | $13,977-42.5% | $16,305-50.7% | $7,344+9.4% |