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 | $418,976 | $209,832+99.7% | $189,513+121.1% | $167,490+150.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.39% | 748.27%-733.9pp | 555.15%-540.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $5,757 | $6,914-16.7% | $6,162-6.6% | $4,837+19.0% |
| Participant deferral / active EE | $13,815 | $8,935+54.6% | $8,221+68.0% | $6,341+117.9% |
| Admin fee / account holder | $5,172 | $14,293-63.8% | $12,045-57.1% | $12,309-58.0% |