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 | $377,609 | $167,484+125.5% | $151,611+149.1% | $134,475+180.8% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -4.02% | 7.80%-11.8pp | 3.33%-7.4pp | 417.96%-422.0pp |
| Employer contribution / active EE | $13,570 | $6,829+98.7% | $6,166+120.1% | $4,740+186.3% |
| Participant deferral / active EE | $11,185 | $8,986+24.5% | $8,363+33.7% | $6,400+74.8% |
| Admin fee / account holder | $57,157 | $13,783+314.7% | $11,616+392.1% | $11,426+400.2% |