Filed October 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,999 | $63,355+428.8% | $91,989+264.2% | $72,985+359.0% |
| Participation rate | 97.2% | 72.5%+24.7pp | 78.6%+18.6pp | 69.5%+27.7pp |
| Annual return | 4.37% | 35.35%-31.0pp | 69.02%-64.7pp | 81.00%-76.6pp |
| Employer contribution / active EE | $5,473 | $2,116+158.7% | $3,452+58.5% | $2,440+124.3% |
| Participant deferral / active EE | $10,056 | $4,883+105.9% | $5,923+69.8% | $3,607+178.8% |
| Admin fee / account holder | $15,225 | $4,668+226.2% | $7,743+96.6% | $5,124+197.1% |