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 | $283,122 | $51,175+453.2% | $70,515+301.5% | $75,163+276.7% |
| Participation rate | 98.8% | 60.9%+37.8pp | 68.3%+30.4pp | 67.2%+31.6pp |
| Annual return | 15.97% | 30.02%-14.1pp | 32.77%-16.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $5,096 | $1,826+179.1% | $2,973+71.4% | $2,670+90.9% |
| Participant deferral / active EE | $11,519 | $2,849+304.3% | $4,567+152.2% | $4,125+179.2% |
| Admin fee / account holder | $13,504 | $4,091+230.1% | $6,412+110.6% | $5,651+139.0% |