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 | $426,449 | $77,145+452.8% | $108,410+293.4% | $85,850+396.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 27.18% | 44.54%-17.4pp | 905.27%-878.1pp | 318.53%-291.4pp |
| Employer contribution / active EE | $4,476 | $2,379+88.1% | $3,558+25.8% | $2,565+74.5% |
| Participant deferral / active EE | $11,008 | $5,566+97.8% | $6,563+67.7% | $3,952+178.6% |
| Admin fee / account holder | $9,171 | $5,172+77.3% | $7,295+25.7% | $6,260+46.5% |