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 | $109,413+338.9% | $156,263+207.3% | $84,808+466.2% |
| Participation rate | 86.7% | 72.7%+14.0pp | 78.9%+7.8pp | 68.3%+18.4pp |
| Annual return | 17.93% | 20.18%-2.3pp | 59.47%-41.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $7,805 | $2,907+168.5% | $4,333+80.1% | $2,631+196.6% |
| Participant deferral / active EE | $13,048 | $4,590+184.3% | $6,158+111.9% | $4,212+209.8% |
| Admin fee / account holder | $3,619 | $9,357-61.3% | $14,255-74.6% | $7,344-50.7% |