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 | $340,660 | $148,978+128.7% | $200,582+69.8% | $84,808+301.7% |
| Participation rate | 81.1% | 84.2%-3.1pp | 86.9%-5.8pp | 68.3%+12.8pp |
| Annual return | 17.81% | 28.16%-10.4pp | 42.33%-24.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,813 | $4,815-20.8% | $6,419-40.6% | $2,631+44.9% |
| Participant deferral / active EE | $7,951 | $7,142+11.3% | $9,331-14.8% | $4,212+88.8% |
| Admin fee / account holder | $1,754 | $13,977-87.5% | $16,305-89.2% | $7,344-76.1% |