Filed July 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,958 | $138,385-38.6% | $184,200-53.9% | $80,874+5.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 8.47% | 20.02%-11.6pp | 28.80%-20.3pp | 35.62%-27.1pp |
| Employer contribution / active EE | $1,837 | $4,849-62.1% | $6,424-71.4% | $2,756-33.3% |
| Participant deferral / active EE | $7,234 | $7,073+2.3% | $9,132-20.8% | $4,297+68.4% |
| Admin fee / account holder | $15,637 | $10,483+49.2% | $13,907+12.4% | $6,935+125.5% |