Filed April 30, 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 | $298,484 | $148,978+100.4% | $200,582+48.8% | $84,808+252.0% |
| Participation rate | 84.8% | 84.2%+0.6pp | 86.9%-2.0pp | 68.3%+16.5pp |
| Annual return | 10.80% | 28.16%-17.4pp | 42.33%-31.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,949 | $4,815-59.5% | $6,419-69.6% | $2,631-25.9% |
| Participant deferral / active EE | $7,398 | $7,142+3.6% | $9,331-20.7% | $4,212+75.7% |
| Admin fee / account holder | $15,439 | $13,977+10.5% | $16,305-5.3% | $7,344+110.2% |