Filed November 29, 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 | $363,170 | $87,037+317.3% | $106,201+242.0% | $80,874+349.1% |
| Participation rate | 70.8% | 70.4%+0.3pp | 75.3%-4.5pp | 67.6%+3.1pp |
| Annual return | 20.68% | 17.05%+3.6pp | 116.26%-95.6pp | 35.62%-14.9pp |
| Employer contribution / active EE | $4,815 | $2,396+101.0% | $3,170+51.9% | $2,756+74.7% |
| Participant deferral / active EE | $5,942 | $3,986+49.1% | $5,012+18.6% | $4,297+38.3% |
| Admin fee / account holder | $80,269 | $8,434+851.7% | $11,039+627.1% | $6,935+1057.4% |