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 | $398,731 | $109,881+262.9% | $150,045+165.7% | $84,808+370.2% |
| Participation rate | 74.2% | 76.1%-1.9pp | 82.3%-8.1pp | 68.3%+5.9pp |
| Annual return | 17.69% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $9,501 | $3,561+166.8% | $4,693+102.4% | $2,631+261.1% |
| Participant deferral / active EE | $15,726 | $6,636+137.0% | $7,997+96.6% | $4,212+273.4% |
| Admin fee / account holder | $57,867 | $8,568+575.4% | $13,435+330.7% | $7,344+688.0% |