Filed January 6, 2006 (most recent of 2 filings on file)
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,161 | $146,267-72.5% | $197,124-79.6% | $82,448-51.3% |
| Participation rate | 97.4% | 84.0%+13.4pp | 86.7%+10.7pp | 68.1%+29.3pp |
| Annual return | 16.40% | 29.61%-13.2pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3,060 | $4,723-35.2% | $6,227-50.9% | $2,551+19.9% |
| Participant deferral / active EE | $4,070 | $7,035-42.1% | $9,135-55.4% | $4,139-1.7% |
| Admin fee / account holder | $6,610 | $14,422-54.2% | $16,298-59.4% | $7,234-8.6% |