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 | $108,825+224.7% | $156,181+126.2% | $82,448+328.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 19.49% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.1pp |
| Employer contribution / active EE | $23,132 | $2,870+706.0% | $4,294+438.7% | $2,551+806.8% |
| Participant deferral / active EE | $12,444 | $4,577+171.9% | $6,132+102.9% | $4,139+200.6% |
| Admin fee / account holder | $24,659 | $9,341+164.0% | $14,586+69.1% | $7,234+240.9% |