Filed April 8, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,874 | $102,382+85.5% | $147,005+29.2% | $80,874+134.8% |
| Participation rate | 86.6% | 75.8%+10.7pp | 82.2%+4.4pp | 67.6%+18.9pp |
| Annual return | 13.20% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $5,168 | $3,715+39.1% | $4,934+4.7% | $2,756+87.5% |
| Participant deferral / active EE | $13,301 | $6,646+100.1% | $8,070+64.8% | $4,297+209.5% |
| Admin fee / account holder | $7,199 | $7,942-9.4% | $13,006-44.6% | $6,935+3.8% |