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 | $371,660 | $80,673+360.7% | $101,326+266.8% | $84,808+338.2% |
| Participation rate | 92.7% | 77.8%+14.9pp | 81.5%+11.2pp | 68.3%+24.4pp |
| Annual return | 10.84% | 38.95%-28.1pp | 36.82%-26.0pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,885 | $2,698+6.9% | $3,665-21.3% | $2,631+9.6% |
| Participant deferral / active EE | $11,323 | $6,840+65.5% | $7,994+41.6% | $4,212+168.8% |
| Admin fee / account holder | $42,488 | $12,784+232.3% | $11,185+279.9% | $7,344+478.6% |