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 | $362,607 | $77,503+367.9% | $100,391+261.2% | $80,856+348.5% |
| Participation rate | 93.8% | 76.9%+16.9pp | 81.5%+12.3pp | 67.6%+26.2pp |
| Annual return | 10.21% | 37.20%-27.0pp | 49.20%-39.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,814 | $2,801+0.5% | $3,942-28.6% | $2,755+2.1% |
| Participant deferral / active EE | $10,853 | $6,820+59.1% | $8,082+34.3% | $4,296+152.6% |
| Admin fee / account holder | $27,463 | $5,897+365.7% | $7,899+247.7% | $6,918+297.0% |