Filed November 27, 2008 (most recent of 3 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,280 | $105,931+167.4% | $81,930+245.8% | $158,922+78.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.81% | 38.17%-24.4pp | 29.49%-15.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $12,662 | $7,800+62.3% | $4,310+193.8% | $4,761+166.0% |
| Participant deferral / active EE | $18,105 | $13,003+39.2% | $7,107+154.7% | $5,982+202.6% |
| Admin fee / account holder | $22,191 | $8,489+161.4% | $5,158+330.2% | $11,246+97.3% |