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 | $516,251 | $95,416+441.1% | $185,823+177.8% | $85,850+501.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.85% | 23.59%-4.7pp | 122.05%-103.2pp | 318.53%-299.7pp |
| Employer contribution / active EE | $11,681 | $3,314+252.5% | $5,167+126.1% | $2,565+355.4% |
| Participant deferral / active EE | $5,788 | $3,423+69.1% | $5,568+4.0% | $3,952+46.5% |
| Admin fee / account holder | $35,906 | $7,213+397.8% | $16,237+121.1% | $6,260+473.6% |