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 | $411,427 | $137,414+199.4% | $189,513+117.1% | $85,850+379.2% |
| Participation rate | 92.2% | 84.6%+7.6pp | 87.8%+4.4pp | 69.3%+22.9pp |
| Annual return | 13.59% | 38.14%-24.6pp | 555.15%-541.6pp | 318.53%-304.9pp |
| Employer contribution / active EE | $6,014 | $4,344+38.4% | $6,162-2.4% | $2,565+134.4% |
| Participant deferral / active EE | $15,790 | $6,260+152.2% | $8,221+92.1% | $3,952+299.6% |
| Admin fee / account holder | $66,716 | $8,630+673.1% | $12,045+453.9% | $6,260+965.8% |