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 | $251,754 | $167,484+50.3% | $151,611+66.1% | $134,475+87.2% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -17.28% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,899 | $6,829-42.9% | $6,166-36.8% | $4,740-17.7% |
| Participant deferral / active EE | $7,704 | $8,986-14.3% | $8,363-7.9% | $6,400+20.4% |
| Admin fee / account holder | $1,007 | $13,783-92.7% | $11,616-91.3% | $11,426-91.2% |