Filed August 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.
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 | $73,423 | $108,825-32.5% | $156,181-53.0% | $82,448-10.9% |
| Participation rate | 83.9% | 72.4%+11.6pp | 78.8%+5.1pp | 68.1%+15.9pp |
| Annual return | 13.24% | 20.59%-7.4pp | 64.87%-51.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $539 | $2,870-81.2% | $4,294-87.4% | $2,551-78.9% |
| Participant deferral / active EE | $3,779 | $4,577-17.4% | $6,132-38.4% | $4,139-8.7% |
| Admin fee / account holder | $5,238 | $9,341-43.9% | $14,586-64.1% | $7,234-27.6% |