Filed December 2, 2008
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 | $311,820 | $160,055+94.8% | $140,016+122.7% | $135,375+130.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.61% | 911.38%-916.0pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $11,807 | $6,420+83.9% | $5,606+110.6% | $4,779+147.1% |
| Participant deferral / active EE | $10,603 | $7,642+38.8% | $6,927+53.1% | $5,609+89.1% |
| Admin fee / account holder | $390 | $13,328-97.1% | $10,705-96.4% | $10,827-96.4% |