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 | $272,349 | $185,822+46.6% | $169,993+60.2% | $139,434+95.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.35% | 60.50%-44.2pp | 53.37%-37.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,998 | $7,590-47.3% | $6,785-41.1% | $4,751-15.8% |
| Participant deferral / active EE | $8,098 | $11,622-30.3% | $10,408-22.2% | $6,710+20.7% |
| Admin fee / account holder | $556 | $15,381-96.4% | $12,815-95.7% | $11,403-95.1% |