Filed January 30, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,269 | $132,634-20.6% | $115,768-9.1% | $137,256-23.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 18.26% | 160.70%-142.4pp | 100.46%-82.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,681 | $3,360-50.0% | $2,940-42.8% | $4,156-59.5% |
| Participant deferral / active EE | $3,694 | $5,619-34.3% | $4,917-24.9% | $6,407-42.3% |
| Admin fee / account holder | $847 | $15,028-94.4% | $12,439-93.2% | $12,270-93.1% |