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 | $366,679 | $85,202+330.4% | $172,739+112.3% | $72,985+402.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 29.84% | 27.32%+2.5pp | 802.84%-773.0pp | 81.00%-51.2pp |
| Employer contribution / active EE | $17,483 | $3,324+425.9% | $5,143+239.9% | $2,440+616.6% |
| Participant deferral / active EE | $8,823 | $3,260+170.6% | $5,198+69.8% | $3,607+144.6% |
| Admin fee / account holder | $25,533 | $5,884+333.9% | $13,954+83.0% | $5,124+398.3% |