Filed December 31, 2008 (most recent of 2 filings on file)
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 | $262,883 | $80,812+225.3% | $160,784+63.5% | $82,448+218.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 15.11% | 100.59%-85.5pp | 1803.92%-1788.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,975 | $2,174+36.9% | $3,733-20.3% | $2,551+16.6% |
| Participant deferral / active EE | $12,174 | $4,335+180.8% | $6,293+93.4% | $4,139+194.1% |
| Admin fee / account holder | $5,267 | $7,695-31.6% | $9,717-45.8% | $7,234-27.2% |