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 | $340,439 | $70,475+383.1% | $100,516+238.7% | $79,858+326.3% |
| Participation rate | 98.6% | 73.7%+24.9pp | 79.4%+19.2pp | 69.6%+28.9pp |
| Annual return | 2.00% | 21.90%-19.9pp | 30.89%-28.9pp | 31.71%-29.7pp |
| Employer contribution / active EE | $5,580 | $2,165+157.8% | $3,418+63.3% | $2,471+125.8% |
| Participant deferral / active EE | $10,098 | $5,181+94.9% | $6,270+61.1% | $3,740+170.0% |
| Admin fee / account holder | $2,056 | $4,478-54.1% | $8,081-74.6% | $5,306-61.3% |