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 | $269,845 | $91,552+194.7% | $133,956+101.4% | $79,858+237.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.37% | 61.85%-54.5pp | 45.09%-37.7pp | 31.71%-24.3pp |
| Employer contribution / active EE | $12,910 | $2,384+441.6% | $3,919+229.5% | $2,471+422.5% |
| Participant deferral / active EE | $10,291 | $3,733+175.6% | $5,048+103.9% | $3,740+175.1% |
| Admin fee / account holder | $10,328 | $6,321+63.4% | $8,927+15.7% | $5,306+94.6% |