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 | $298,838 | $138,347+116.0% | $184,203+62.2% | $80,856+269.6% |
| Participation rate | 95.3% | 83.9%+11.5pp | 86.8%+8.5pp | 67.6%+27.7pp |
| Annual return | 11.57% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $7,620 | $4,850+57.1% | $6,427+18.6% | $2,755+176.6% |
| Participant deferral / active EE | $7,256 | $7,071+2.6% | $9,131-20.5% | $4,296+68.9% |
| Admin fee / account holder | $22,495 | $10,483+114.6% | $13,901+61.8% | $6,918+225.2% |