Filed April 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,678 | $146,267-27.1% | $197,124-45.9% | $82,448+29.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.80% | 29.61%-15.8pp | 44.34%-30.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $6,302 | $4,723+33.4% | $6,227+1.2% | $2,551+147.0% |
| Participant deferral / active EE | $1,554 | $7,035-77.9% | $9,135-83.0% | $4,139-62.5% |
| Admin fee / account holder | $477 | $14,422-96.7% | $16,298-97.1% | $7,234-93.4% |