Filed August 28, 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 | $295,333 | $176,056+67.7% | $159,436+85.2% | $167,490+76.3% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 26.43% | 331.75%-305.3pp | 263.57%-237.1pp | 478.56%-452.1pp |
| Employer contribution / active EE | $3,307 | $5,297-37.6% | $4,829-31.5% | $4,837-31.6% |
| Participant deferral / active EE | $7,712 | $7,750-0.5% | $7,352+4.9% | $6,341+21.6% |
| Admin fee / account holder | $419 | $12,554-96.7% | $10,799-96.1% | $12,309-96.6% |