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 | $72,071+261.7% | $68,368+281.3% | $137,256+89.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 18.62% | 353.14%-334.5pp | 292.57%-274.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $29,254 | $2,788+949.3% | $2,649+1004.4% | $4,156+603.9% |
| Participant deferral / active EE | $15,142 | $4,410+243.4% | $4,123+267.3% | $6,407+136.3% |
| Admin fee / account holder | $24,645 | $5,336+361.9% | $5,150+378.6% | $12,270+100.9% |