Filed September 18, 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 | $267,222 | $137,414+94.5% | $189,513+41.0% | $85,850+211.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.52% | 38.14%-20.6pp | 555.15%-537.6pp | 318.53%-301.0pp |
| Employer contribution / active EE | $7,659 | $4,344+76.3% | $6,162+24.3% | $2,565+198.6% |
| Participant deferral / active EE | $7,501 | $6,260+19.8% | $8,221-8.8% | $3,952+89.8% |
| Admin fee / account holder | $1,635 | $8,630-81.1% | $12,045-86.4% | $6,260-73.9% |