Filed November 10, 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 | $262,543 | $69,977+275.2% | $108,579+141.8% | $62,891+317.5% |
| Participation rate | 97.2% | 72.9%+24.3pp | 79.6%+17.7pp | 69.3%+27.9pp |
| Annual return | 3.13% | 10.73%-7.6pp | -51.70%+54.8pp | 20.14%-17.0pp |
| Employer contribution / active EE | $12,316 | $2,135+476.9% | $3,758+227.7% | $2,281+440.0% |
| Participant deferral / active EE | $7,968 | $3,165+151.8% | $4,311+84.8% | $3,203+148.8% |
| Admin fee / account holder | $15,342 | $5,076+202.2% | $7,645+100.7% | $4,296+257.2% |