Filed May 20, 2008 (most recent of 2 filings on file)
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 | $353,356 | $109,413+223.0% | $156,263+126.1% | $84,808+316.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 19.49% | 20.18%-0.7pp | 59.47%-40.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $23,132 | $2,907+695.7% | $4,333+433.8% | $2,631+779.2% |
| Participant deferral / active EE | $12,444 | $4,590+171.1% | $6,158+102.1% | $4,212+195.5% |
| Admin fee / account holder | $24,659 | $9,357+163.5% | $14,255+73.0% | $7,344+235.8% |