Filed September 13, 2006 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,313 | $117,859-59.0% | $102,438-52.8% | $145,959-66.9% |
| Participation rate | 87.0% | 78.6%+8.4pp | 76.5%+10.5pp | 80.3%+6.7pp |
| Annual return | 17.50% | 31.72%-14.2pp | 29.37%-11.9pp | 561.95%-544.5pp |
| Employer contribution / active EE | $424 | $3,615-88.3% | $3,024-86.0% | $4,661-90.9% |
| Participant deferral / active EE | $2,118 | $5,732-63.0% | $5,054-58.1% | $6,689-68.3% |
| Admin fee / account holder | $20,559 | $13,318+54.4% | $9,448+117.6% | $13,398+53.4% |