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 | $390,805 | $159,602+144.9% | $150,045+160.5% | $142,382+174.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.49% | 70.24%-55.7pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $6,292 | $4,961+26.8% | $4,693+34.1% | $4,299+46.4% |
| Participant deferral / active EE | $8,060 | $8,310-3.0% | $7,997+0.8% | $6,507+23.9% |
| Admin fee / account holder | $1,161 | $14,846-92.2% | $13,435-91.4% | $12,624-90.8% |