Filed January 30, 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 | $352,841 | $102,382+244.6% | $147,005+140.0% | $80,874+336.3% |
| Participation rate | 71.0% | 75.8%-4.9pp | 82.2%-11.2pp | 67.6%+3.3pp |
| Annual return | 16.40% | 134.89%-118.5pp | 418.76%-402.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $8,186 | $3,715+120.3% | $4,934+65.9% | $2,756+197.1% |
| Participant deferral / active EE | $13,894 | $6,646+109.0% | $8,070+72.2% | $4,297+223.3% |
| Admin fee / account holder | $541 | $7,942-93.2% | $13,006-95.8% | $6,935-92.2% |