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 | $261,347 | $78,705+232.1% | $117,854+121.8% | $70,131+272.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.76% | 23.30%-7.5pp | 335.08%-319.3pp | 73.14%-57.4pp |
| Employer contribution / active EE | $16,398 | $2,223+637.5% | $3,786+333.1% | $2,342+600.0% |
| Participant deferral / active EE | $6,077 | $3,297+84.3% | $4,482+35.6% | $3,332+82.4% |
| Admin fee / account holder | $9,084 | $5,065+79.3% | $8,020+13.3% | $4,645+95.5% |