Filed June 17, 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 | $72,626 | $86,922-16.4% | $102,438-29.1% | $80,874-10.2% |
| Participation rate | 74.6% | 72.4%+2.3pp | 76.5%-1.8pp | 67.6%+7.0pp |
| Annual return | 14.61% | 18.90%-4.3pp | 29.37%-14.8pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,401 | $2,369-40.9% | $3,024-53.7% | $2,756-49.2% |
| Participant deferral / active EE | $3,608 | $4,119-12.4% | $5,054-28.6% | $4,297-16.0% |
| Admin fee / account holder | $6,905 | $8,050-14.2% | $9,448-26.9% | $6,935-0.4% |