Filed May 10, 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 | $260,693 | $74,888+248.1% | $71,209+266.1% | $142,382+83.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 18.62% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $29,254 | $2,854+924.9% | $2,721+975.1% | $4,299+580.5% |
| Participant deferral / active EE | $15,142 | $4,454+239.9% | $4,175+262.7% | $6,507+132.7% |
| Admin fee / account holder | $24,645 | $5,568+342.6% | $5,349+360.8% | $12,624+95.2% |