Filed May 9, 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 | $345,264 | $94,529+265.2% | $140,016+146.6% | $64,186+437.9% |
| Participation rate | 95.2% | 84.1%+11.1pp | 87.5%+7.7pp | 69.6%+25.6pp |
| Annual return | -1.78% | 7.77%-9.6pp | 651.12%-652.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $5,953 | $3,812+56.1% | $5,606+6.2% | $2,381+150.0% |
| Participant deferral / active EE | $15,500 | $5,250+195.2% | $6,927+123.8% | $3,470+346.8% |
| Admin fee / account holder | $43,102 | $6,741+539.4% | $10,705+302.6% | $4,888+781.8% |