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 | $269,925 | $69,977+285.7% | $108,579+148.6% | $62,891+329.2% |
| Participation rate | 91.7% | 72.9%+18.8pp | 79.6%+12.1pp | 69.3%+22.4pp |
| Annual return | 8.46% | 10.73%-2.3pp | -51.70%+60.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $7,531 | $2,135+252.7% | $3,758+100.4% | $2,281+230.2% |
| Participant deferral / active EE | $7,944 | $3,165+151.0% | $4,311+84.3% | $3,203+148.0% |
| Admin fee / account holder | $9,343 | $5,076+84.1% | $7,645+22.2% | $4,296+117.5% |