Filed January 18, 2008 (most recent of 2 filings on file)
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 | $274,947 | $56,053+390.5% | $75,972+261.9% | $80,856+240.0% |
| Participation rate | 97.6% | 62.0%+35.6pp | 69.1%+28.6pp | 67.6%+30.0pp |
| Annual return | 12.28% | 20.53%-8.3pp | 359.55%-347.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $5,397 | $1,874+188.0% | $2,685+101.0% | $2,755+95.9% |
| Participant deferral / active EE | $12,546 | $3,052+311.1% | $4,255+194.8% | $4,296+192.1% |
| Admin fee / account holder | $39,087 | $5,234+646.9% | $6,467+504.4% | $6,918+465.0% |