Filed September 15, 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 | $253,520 | $131,829+92.3% | $108,579+133.5% | $273,961-7.5% |
| Participation rate | 79.2% | 83.5%-4.3pp | 79.6%-0.4pp | 83.0%-3.8pp |
| Annual return | 2.90% | -91.57%+94.5pp | -51.70%+54.6pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,748 | $4,912-64.4% | $3,758-53.5% | $4,869-64.1% |
| Participant deferral / active EE | $5,663 | $5,127+10.4% | $4,311+31.4% | $5,287+7.1% |
| Admin fee / account holder | $116,038 | $10,252+1031.9% | $7,645+1417.8% | $10,132+1045.3% |