Filed June 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 | $316,940 | $77,813+307.3% | $123,544+156.5% | $64,186+393.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.84% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $16,571 | $3,014+449.8% | $4,628+258.1% | $2,381+596.0% |
| Participant deferral / active EE | $16,414 | $5,240+213.3% | $6,426+155.4% | $3,470+373.1% |
| Admin fee / account holder | $23,538 | $5,519+326.5% | $9,284+153.5% | $4,888+381.5% |