Filed August 29, 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 | $45,215 | $146,267-69.1% | $197,124-77.1% | $82,448-45.2% |
| Participation rate | 95.7% | 84.0%+11.6pp | 86.7%+8.9pp | 68.1%+27.6pp |
| Annual return | 17.03% | 29.61%-12.6pp | 44.34%-27.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,510 | $4,723-68.0% | $6,227-75.7% | $2,551-40.8% |
| Participant deferral / active EE | $3,327 | $7,035-52.7% | $9,135-63.6% | $4,139-19.6% |
| Admin fee / account holder | $657 | $14,422-95.4% | $16,298-96.0% | $7,234-90.9% |