Filed August 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,876 | $172,111-14.7% | $150,298-2.3% | $137,256+7.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.49% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $5,624 | $4,636+21.3% | $4,154+35.4% | $4,156+35.3% |
| Participant deferral / active EE | $7,020 | $6,166+13.9% | $5,453+28.8% | $6,407+9.6% |
| Admin fee / account holder | $6,474 | $16,471-60.7% | $14,116-54.1% | $12,270-47.2% |