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 | $412,747 | $95,561+331.9% | $77,163+434.9% | $139,434+196.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.46% | 54.92%-36.5pp | 37.87%-19.4pp | 372.94%-354.5pp |
| Employer contribution / active EE | $16,036 | $3,147+409.5% | $2,535+532.6% | $4,751+237.5% |
| Participant deferral / active EE | $25,628 | $4,624+454.3% | $3,833+568.6% | $6,710+281.9% |
| Admin fee / account holder | $22,943 | $8,295+176.6% | $5,472+319.3% | $11,403+101.2% |