Filed October 31, 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 | $319,928 | $58,577+446.2% | $83,333+283.9% | $64,186+398.4% |
| Participation rate | 98.6% | 72.0%+26.6pp | 77.8%+20.9pp | 69.6%+29.1pp |
| Annual return | 9.85% | 9.65%+0.2pp | 10.63%-0.8pp | 7.63%+2.2pp |
| Employer contribution / active EE | $5,110 | $2,098+143.5% | $3,379+51.3% | $2,381+114.6% |
| Participant deferral / active EE | $9,551 | $4,654+105.2% | $5,565+71.6% | $3,470+175.3% |
| Admin fee / account holder | $2,862 | $9,275-69.1% | $7,510-61.9% | $4,888-41.4% |