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 | $421,334 | $123,793+240.4% | $177,821+136.9% | $79,858+427.6% |
| Participation rate | 95.4% | 84.7%+10.7pp | 87.7%+7.7pp | 69.6%+25.8pp |
| Annual return | 15.45% | 22.82%-7.4pp | 48.32%-32.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $6,047 | $4,095+47.7% | $5,918+2.2% | $2,471+144.7% |
| Participant deferral / active EE | $15,784 | $5,956+165.0% | $7,714+104.6% | $3,740+322.0% |
| Admin fee / account holder | $30,892 | $7,243+326.5% | $12,427+148.6% | $5,306+482.2% |