Filed September 4, 2007
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 | $212,797 | $72,071+195.3% | $68,368+211.3% | $137,256+55.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 26.45% | 353.14%-326.7pp | 292.57%-266.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $6,602 | $2,788+136.8% | $2,649+149.2% | $4,156+58.8% |
| Participant deferral / active EE | $7,412 | $4,410+68.1% | $4,123+79.8% | $6,407+15.7% |
| Admin fee / account holder | $607 | $5,336-88.6% | $5,150-88.2% | $12,270-95.1% |