Filed June 12, 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 | $270,808 | $80,717+235.5% | $154,803+74.9% | $84,808+219.3% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.0pp | 68.3%+28.8pp |
| Annual return | 14.76% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,654 | $2,761+68.5% | $4,305+8.1% | $2,631+76.9% |
| Participant deferral / active EE | $9,653 | $3,303+192.2% | $5,540+74.2% | $4,212+129.2% |
| Admin fee / account holder | $19,412 | $6,746+187.8% | $14,329+35.5% | $7,344+164.3% |