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 | $306,972 | $167,484+83.3% | $151,611+102.5% | $134,475+128.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.58% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,488 | $6,829-19.6% | $6,166-11.0% | $4,740+15.8% |
| Participant deferral / active EE | $12,233 | $8,986+36.1% | $8,363+46.3% | $6,400+91.1% |
| Admin fee / account holder | $2,218 | $13,783-83.9% | $11,616-80.9% | $11,426-80.6% |