Filed August 12, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,029 | $165,584+30.5% | $142,942+51.1% | $137,256+57.4% |
| Participation rate | 90.5% | 80.1%+10.4pp | 76.8%+13.6pp | 80.0%+10.5pp |
| Annual return | 8.17% | 164.22%-156.0pp | 113.70%-105.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $6,897 | $4,725+46.0% | $4,139+66.6% | $4,156+66.0% |
| Participant deferral / active EE | $7,135 | $8,194-12.9% | $7,128+0.1% | $6,407+11.4% |
| Admin fee / account holder | $37,731 | $16,167+133.4% | $12,475+202.4% | $12,270+207.5% |