Filed December 11, 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 | $307,949 | $76,000+305.2% | $154,107+99.8% | $64,186+379.8% |
| Participation rate | 91.4% | 70.4%+21.0pp | 83.0%+8.4pp | 69.6%+21.9pp |
| Annual return | -6.23% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $16,623 | $3,351+396.1% | $5,298+213.8% | $2,381+598.2% |
| Participant deferral / active EE | $7,655 | $3,175+141.1% | $5,081+50.7% | $3,470+120.6% |
| Admin fee / account holder | $20,888 | $5,596+273.3% | $13,411+55.8% | $4,888+327.3% |