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 | $391,872 | $91,190+329.7% | $178,490+119.5% | $79,858+390.7% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 25.24% | 24.19%+1.1pp | 151.07%-125.8pp | 31.71%-6.5pp |
| Employer contribution / active EE | $11,275 | $3,256+246.3% | $5,011+125.0% | $2,471+356.3% |
| Participant deferral / active EE | $5,945 | $3,236+83.7% | $5,202+14.3% | $3,740+59.0% |
| Admin fee / account holder | $64,513 | $6,751+855.6% | $13,984+361.3% | $5,306+1115.8% |