Filed December 2, 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 | $430,430 | $209,832+105.1% | $189,513+127.1% | $167,490+157.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.57% | 748.27%-744.7pp | 555.15%-551.6pp | 478.56%-475.0pp |
| Employer contribution / active EE | $16,322 | $6,914+136.1% | $6,162+164.9% | $4,837+237.4% |
| Participant deferral / active EE | $12,745 | $8,935+42.6% | $8,221+55.0% | $6,341+101.0% |
| Admin fee / account holder | $91,483 | $14,293+540.0% | $12,045+659.5% | $12,309+643.2% |