Filed May 8, 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 | $264,066 | $197,591+33.6% | $177,821+48.5% | $158,922+66.2% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 14.47% | 58.76%-44.3pp | 48.32%-33.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,377 | $6,697-49.6% | $5,918-42.9% | $4,761-29.1% |
| Participant deferral / active EE | $5,359 | $8,405-36.2% | $7,714-30.5% | $5,982-10.4% |
| Admin fee / account holder | $7,356 | $15,399-52.2% | $12,427-40.8% | $11,246-34.6% |