Filed November 29, 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 | $174,530 | $77,896+124.1% | $134,172+30.1% | $82,448+111.7% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 16.32% | 18.21%-1.9pp | 25.30%-9.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $4,950 | $2,159+129.3% | $3,420+44.7% | $2,551+94.1% |
| Participant deferral / active EE | $10,374 | $3,162+228.1% | $4,690+121.2% | $4,139+150.6% |
| Admin fee / account holder | $29,269 | $6,336+361.9% | $12,016+143.6% | $7,234+304.6% |