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 | $401,668 | $109,359+267.3% | $162,163+147.7% | $72,985+450.3% |
| Participation rate | 93.9% | 84.3%+9.7pp | 87.6%+6.4pp | 69.5%+24.5pp |
| Annual return | 20.86% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $5,933 | $3,907+51.8% | $5,614+5.7% | $2,440+143.2% |
| Participant deferral / active EE | $14,895 | $5,481+171.8% | $7,298+104.1% | $3,607+312.9% |
| Admin fee / account holder | $11,663 | $7,972+46.3% | $10,843+7.6% | $5,124+127.6% |