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 | $261,965 | $77,314+238.8% | $177,989+47.2% | $80,856+224.0% |
| Participation rate | 93.5% | 65.7%+27.8pp | 77.1%+16.4pp | 67.6%+25.8pp |
| Annual return | 22.13% | 18.09%+4.0pp | 294.48%-272.4pp | 35.59%-13.5pp |
| Employer contribution / active EE | $18,378 | $2,292+701.8% | $3,949+365.4% | $2,755+567.1% |
| Participant deferral / active EE | $5,778 | $4,411+31.0% | $6,276-7.9% | $4,296+34.5% |
| Admin fee / account holder | $8,313 | $7,191+15.6% | $10,363-19.8% | $6,918+20.2% |