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 | $272,728 | $55,706+389.6% | $75,886+259.4% | $72,985+273.7% |
| Participation rate | 98.8% | 61.1%+37.7pp | 69.3%+29.5pp | 69.5%+29.3pp |
| Annual return | 18.43% | 27.59%-9.2pp | 30.76%-12.3pp | 81.00%-62.6pp |
| Employer contribution / active EE | $4,514 | $1,687+167.6% | $2,500+80.5% | $2,440+85.0% |
| Participant deferral / active EE | $9,059 | $2,634+243.9% | $3,603+151.4% | $3,607+151.1% |
| Admin fee / account holder | $9,021 | $3,978+126.8% | $5,418+66.5% | $5,124+76.0% |