Filed January 23, 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 | $242,965 | $106,749+127.6% | $145,433+67.1% | $82,448+194.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.45% | 27.59%-16.1pp | 66.58%-55.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $4,388 | $3,444+27.4% | $4,554-3.7% | $2,551+72.0% |
| Participant deferral / active EE | $11,466 | $6,519+75.9% | $7,897+45.2% | $4,139+177.0% |
| Admin fee / account holder | $3,130 | $8,390-62.7% | $13,129-76.2% | $7,234-56.7% |