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 | $394,542 | $138,347+185.2% | $184,203+114.2% | $80,856+388.0% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.6%+27.8pp |
| Annual return | 13.87% | 20.02%-6.2pp | 28.81%-14.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $6,884 | $4,850+41.9% | $6,427+7.1% | $2,755+149.9% |
| Participant deferral / active EE | $17,400 | $7,071+146.1% | $9,131+90.6% | $4,296+305.1% |
| Admin fee / account holder | $11,393 | $10,483+8.7% | $13,901-18.0% | $6,918+64.7% |