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 | $290,823 | $144,119+101.8% | $117,854+146.8% | $147,584+97.1% |
| Participation rate | 79.2% | 83.4%-4.3pp | 79.7%-0.5pp | 82.8%-3.7pp |
| Annual return | 12.30% | 531.15%-518.9pp | 335.08%-322.8pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,623 | $4,896-66.9% | $3,786-57.1% | $4,876-66.7% |
| Participant deferral / active EE | $5,176 | $5,316-2.6% | $4,482+15.5% | $5,439-4.8% |
| Admin fee / account holder | $21,185 | $10,886+94.6% | $8,020+164.1% | $10,885+94.6% |