Filed January 9, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,197 | $154,228-13.6% | $145,433-8.4% | $137,256-3.0% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 13.49% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,244 | $4,804-53.3% | $4,554-50.7% | $4,156-46.0% |
| Participant deferral / active EE | $5,833 | $8,216-29.0% | $7,897-26.1% | $6,407-9.0% |
| Admin fee / account holder | $1,488 | $14,344-89.6% | $13,129-88.7% | $12,270-87.9% |