Filed March 19, 2008 (most recent of 2 filings on file)
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 | $778,367 | $159,934+386.7% | $147,005+429.5% | $145,959+433.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.33% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $36,869 | $5,287+597.3% | $4,934+647.2% | $4,661+691.1% |
| Participant deferral / active EE | $24,711 | $8,427+193.2% | $8,070+206.2% | $6,689+269.4% |
| Admin fee / account holder | $128,629 | $15,053+754.5% | $13,006+889.0% | $13,398+860.1% |