Filed September 20, 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 | $127,412 | $88,672+43.7% | $105,223+21.1% | $82,448+54.5% |
| Participation rate | 84.4% | 67.9%+16.5pp | 75.0%+9.3pp | 68.1%+16.3pp |
| Annual return | 16.50% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,061 | $3,048-32.4% | $3,689-44.1% | $2,551-19.2% |
| Participant deferral / active EE | $7,097 | $4,036+75.8% | $5,072+39.9% | $4,139+71.5% |
| Admin fee / account holder | $3,869 | $7,146-45.9% | $8,859-56.3% | $7,234-46.5% |