Filed March 27, 2009
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 | $127,337 | $209,336-39.2% | $197,124-35.4% | $137,256-7.2% |
| Participation rate | 70.6% | 87.3%-16.7pp | 86.7%-16.1pp | 80.0%-9.4pp |
| Annual return | 15.07% | 48.09%-33.0pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,759 | $6,591-58.1% | $6,227-55.7% | $4,156-33.6% |
| Participant deferral / active EE | $7,118 | $9,614-26.0% | $9,135-22.1% | $6,407+11.1% |
| Admin fee / account holder | $38,302 | $17,308+121.3% | $16,298+135.0% | $12,270+212.2% |