Filed January 8, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $930,472 | $76,552+1115.5% | $123,892+651.0% | $62,891+1379.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.29% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $32,949 | $2,883+1043.1% | $4,617+613.7% | $2,281+1344.6% |
| Participant deferral / active EE | $1,875 | $4,840-61.3% | $5,984-68.7% | $3,203-41.5% |
| Admin fee / account holder | $29,699 | $4,826+515.4% | $8,357+255.4% | $4,296+591.4% |