Filed June 15, 2006
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,219 | $102,382+382.7% | $147,005+236.2% | $80,874+511.1% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 12.93% | 134.89%-122.0pp | 418.76%-405.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $2,962 | $3,715-20.3% | $4,934-40.0% | $2,756+7.5% |
| Participant deferral / active EE | $10,500 | $6,646+58.0% | $8,070+30.1% | $4,297+144.4% |
| Admin fee / account holder | $16,585 | $7,942+108.8% | $13,006+27.5% | $6,935+139.1% |