Filed September 4, 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 | $277,171 | $83,902+230.4% | $167,512+65.5% | $84,808+226.8% |
| Participation rate | 95.5% | 66.5%+29.0pp | 77.1%+18.4pp | 68.3%+27.1pp |
| Annual return | 10.43% | 91.55%-81.1pp | 1615.79%-1605.4pp | 40.90%-30.5pp |
| Employer contribution / active EE | $21,029 | $2,264+828.9% | $3,882+441.8% | $2,631+699.3% |
| Participant deferral / active EE | $7,347 | $4,442+65.4% | $6,405+14.7% | $4,212+74.4% |
| Admin fee / account holder | $19,877 | $7,915+151.1% | $9,769+103.5% | $7,344+170.7% |