Filed November 8, 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 | $310,765 | $95,453+225.6% | $112,040+177.4% | $82,448+276.9% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.5%-6.1pp | 68.1%+2.3pp |
| Annual return | 10.74% | 23.92%-13.2pp | 24.52%-13.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $3,391 | $2,318+46.3% | $2,954+14.8% | $2,551+32.9% |
| Participant deferral / active EE | $8,361 | $4,224+97.9% | $5,098+64.0% | $4,139+102.0% |
| Admin fee / account holder | $25,966 | $9,013+188.1% | $12,098+114.6% | $7,234+258.9% |