Filed May 31, 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 | $149,396 | $81,446+83.4% | $103,374+44.5% | $80,874+84.7% |
| Participation rate | 93.1% | 66.9%+26.3pp | 74.5%+18.6pp | 67.6%+25.5pp |
| Annual return | 14.31% | 25.57%-11.3pp | 24.89%-10.6pp | 35.62%-21.3pp |
| Employer contribution / active EE | $4,884 | $3,107+57.2% | $3,869+26.2% | $2,756+77.2% |
| Participant deferral / active EE | $11,751 | $3,870+203.6% | $5,058+132.3% | $4,297+173.5% |
| Admin fee / account holder | $15,878 | $6,715+136.5% | $8,394+89.2% | $6,935+128.9% |