Filed September 4, 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 | $278,009 | $79,449+249.9% | $189,557+46.7% | $85,850+223.8% |
| Participation rate | 89.5% | 66.0%+23.5pp | 78.4%+11.0pp | 69.3%+20.2pp |
| Annual return | 15.99% | 18.45%-2.5pp | 64.17%-48.2pp | 318.53%-302.5pp |
| Employer contribution / active EE | $17,172 | $2,081+725.2% | $4,412+289.2% | $2,565+569.5% |
| Participant deferral / active EE | $7,304 | $4,051+80.3% | $6,174+18.3% | $3,952+84.8% |
| Admin fee / account holder | $19,176 | $5,377+256.6% | $9,807+95.5% | $6,260+206.3% |