Filed May 22, 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 | $480,210 | $108,825+341.3% | $156,181+207.5% | $82,448+482.4% |
| Participation rate | 86.7% | 72.4%+14.3pp | 78.8%+7.8pp | 68.1%+18.6pp |
| Annual return | 17.93% | 20.59%-2.7pp | 64.87%-46.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $7,805 | $2,870+172.0% | $4,294+81.8% | $2,551+205.9% |
| Participant deferral / active EE | $13,048 | $4,577+185.1% | $6,132+112.8% | $4,139+215.2% |
| Admin fee / account holder | $3,619 | $9,341-61.3% | $14,586-75.2% | $7,234-50.0% |