Filed September 23, 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 | $143,033 | $64,517+121.7% | $81,438+75.6% | $80,874+76.9% |
| Participation rate | 98.1% | 63.9%+34.2pp | 69.5%+28.6pp | 67.6%+30.5pp |
| Annual return | 15.03% | 16.35%-1.3pp | 24.74%-9.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $6,384 | $1,982+222.1% | $2,460+159.5% | $2,756+131.7% |
| Participant deferral / active EE | $5,420 | $3,096+75.1% | $3,883+39.6% | $4,297+26.1% |
| Admin fee / account holder | $11,354 | $5,677+100.0% | $5,764+97.0% | $6,935+63.7% |