Filed June 10, 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 | $373,739 | $109,817+240.3% | $98,442+279.7% | $167,490+123.1% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 14.46% | 1956.69%-1942.2pp | 1492.73%-1478.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $17,862 | $3,224+454.1% | $2,960+503.5% | $4,837+269.2% |
| Participant deferral / active EE | $12,949 | $4,673+177.1% | $4,276+202.8% | $6,341+104.2% |
| Admin fee / account holder | $1,096 | $6,753-83.8% | $5,949-81.6% | $12,309-91.1% |