Filed April 29, 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 | $254,843 | $74,888+240.3% | $71,209+257.9% | $142,382+79.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 16.21% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,497 | $2,854+92.6% | $2,721+102.0% | $4,299+27.9% |
| Participant deferral / active EE | $8,765 | $4,454+96.8% | $4,175+109.9% | $6,507+34.7% |
| Admin fee / account holder | $5,232 | $5,568-6.0% | $5,349-2.2% | $12,624-58.6% |