Filed April 30, 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 | $303,018 | $138,347+119.0% | $184,203+64.5% | $80,856+274.8% |
| Participation rate | 80.6% | 83.9%-3.2pp | 86.8%-6.2pp | 67.6%+13.0pp |
| Annual return | 14.93% | 20.02%-5.1pp | 28.81%-13.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,793 | $4,850-63.0% | $6,427-72.1% | $2,755-34.9% |
| Participant deferral / active EE | $6,924 | $7,071-2.1% | $9,131-24.2% | $4,296+61.2% |
| Admin fee / account holder | $13,660 | $10,483+30.3% | $13,901-1.7% | $6,918+97.5% |