Filed December 2, 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 | $242,543 | $81,446+197.8% | $103,374+134.6% | $80,874+199.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.23% | 25.57%-12.3pp | 24.89%-11.7pp | 35.62%-22.4pp |
| Employer contribution / active EE | $4,543 | $3,107+46.2% | $3,869+17.4% | $2,756+64.9% |
| Participant deferral / active EE | $9,360 | $3,870+141.9% | $5,058+85.1% | $4,297+117.8% |
| Admin fee / account holder | $34,827 | $6,715+418.7% | $8,394+314.9% | $6,935+402.2% |