Filed January 31, 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 | $291,850 | $138,347+111.0% | $184,203+58.4% | $80,856+260.9% |
| Participation rate | 82.4% | 83.9%-1.5pp | 86.8%-4.5pp | 67.6%+14.7pp |
| Annual return | 13.20% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,647 | $4,850-24.8% | $6,427-43.3% | $2,755+32.4% |
| Participant deferral / active EE | $7,614 | $7,071+7.7% | $9,131-16.6% | $4,296+77.2% |
| Admin fee / account holder | $5,413 | $10,483-48.4% | $13,901-61.1% | $6,918-21.8% |