Filed March 18, 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 | $360,219 | $197,591+82.3% | $177,821+102.6% | $158,922+126.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.00% | 58.76%-34.8pp | 48.32%-24.3pp | 302.83%-278.8pp |
| Employer contribution / active EE | $5,225 | $6,697-22.0% | $5,918-11.7% | $4,761+9.7% |
| Participant deferral / active EE | $12,129 | $8,405+44.3% | $7,714+57.2% | $5,982+102.8% |
| Admin fee / account holder | $19,438 | $15,399+26.2% | $12,427+56.4% | $11,246+72.8% |