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 | $369,379 | $110,809+233.3% | $86,874+325.2% | $167,490+120.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.07% | 116.98%-101.9pp | 63.52%-48.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $14,653 | $3,244+351.7% | $2,495+487.2% | $4,837+202.9% |
| Participant deferral / active EE | $23,074 | $4,546+407.6% | $3,699+523.8% | $6,341+263.9% |
| Admin fee / account holder | $29,809 | $8,415+254.3% | $5,828+411.5% | $12,309+142.2% |