Filed June 15, 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 | $472,218 | $165,335+185.6% | $149,696+215.5% | $158,922+197.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.01% | 348.15%-341.1pp | 276.60%-269.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $9,584 | $5,103+87.8% | $4,644+106.4% | $4,761+101.3% |
| Participant deferral / active EE | $27,873 | $7,181+288.1% | $6,842+307.4% | $5,982+365.9% |
| Admin fee / account holder | $260,921 | $10,807+2314.5% | $9,309+2703.0% | $11,246+2220.2% |