Filed October 29, 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 9-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,877 | $166,020+99.9% | $164,866+101.3% | $145,959+127.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.45% | 100.08%-80.6pp | 69.97%-50.5pp | 561.95%-542.5pp |
| Employer contribution / active EE | $3,944 | $5,275-25.2% | $4,343-9.2% | $4,661-15.4% |
| Participant deferral / active EE | $8,367 | $6,961+20.2% | $6,033+38.7% | $6,689+25.1% |
| Admin fee / account holder | $9,160 | $16,644-45.0% | $12,689-27.8% | $13,398-31.6% |