Filed January 3, 2008 (most recent of 5 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 | $2,036,076 | $177,572+1046.6% | $154,803+1215.3% | $142,382+1330.0% |
| Participation rate | 84.2% | 82.1%+2.2pp | 78.1%+6.1pp | 80.1%+4.1pp |
| Annual return | 11.53% | 65.07%-53.5pp | 58.88%-47.4pp | 217.08%-205.5pp |
| Employer contribution / active EE | $59,745 | $4,810+1142.0% | $4,305+1287.7% | $4,299+1289.7% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $4,409 | $16,786-73.7% | $14,329-69.2% | $12,624-65.1% |