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 | $637,221 | $107,452+493.0% | $91,541+596.1% | $142,382+347.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.72% | 22.06%-4.3pp | 20.50%-2.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $17,707 | $2,994+491.4% | $2,505+607.0% | $4,299+311.9% |
| Participant deferral / active EE | $26,754 | $4,754+462.7% | $4,008+567.5% | $6,507+311.1% |
| Admin fee / account holder | $19,711 | $8,834+123.1% | $6,956+183.3% | $12,624+56.1% |