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 | $255,456 | $52,580+385.8% | $71,671+256.4% | $70,131+264.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.49% | 20.25%-4.8pp | 20.65%-5.2pp | 73.14%-57.6pp |
| Employer contribution / active EE | $4,628 | $1,616+186.5% | $2,460+88.2% | $2,342+97.6% |
| Participant deferral / active EE | $8,986 | $2,386+276.6% | $3,438+161.4% | $3,332+169.7% |
| Admin fee / account holder | $8,261 | $3,653+126.2% | $5,558+48.6% | $4,645+77.8% |