Filed April 5, 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 | $162,859 | $112,729+44.5% | $98,716+65.0% | $137,256+18.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.49% | 38.48%-20.0pp | 31.81%-13.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,149 | $2,725+15.5% | $2,279+38.2% | $4,156-24.2% |
| Participant deferral / active EE | $9,009 | $4,640+94.1% | $4,048+122.6% | $6,407+40.6% |
| Admin fee / account holder | $4,065 | $10,129-59.9% | $8,703-53.3% | $12,270-66.9% |