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 | $262,512 | $125,758+108.7% | $169,993+54.4% | $75,163+249.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.55% | 27.20%-12.7pp | 53.37%-38.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $8,215 | $4,615+78.0% | $6,785+21.1% | $2,670+207.7% |
| Participant deferral / active EE | $7,911 | $6,837+15.7% | $10,408-24.0% | $4,125+91.8% |
| Admin fee / account holder | $19,965 | $8,173+144.3% | $12,815+55.8% | $5,651+253.3% |