Filed November 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 | $289,690 | $72,404+300.1% | $110,238+162.8% | $64,186+351.3% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 2.76% | -6.29%+9.0pp | 314.74%-312.0pp | 7.63%-4.9pp |
| Employer contribution / active EE | $2,393 | $2,282+4.9% | $3,826-37.5% | $2,381+0.5% |
| Participant deferral / active EE | $9,077 | $3,469+161.7% | $4,672+94.3% | $3,470+161.6% |
| Admin fee / account holder | $104,865 | $5,664+1751.3% | $8,547+1126.9% | $4,888+2045.3% |