Filed September 7, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,029 | $138,385+39.5% | $184,200+4.8% | $80,874+138.7% |
| Participation rate | 88.4% | 83.9%+4.5pp | 86.8%+1.5pp | 67.6%+20.7pp |
| Annual return | 13.14% | 20.02%-6.9pp | 28.80%-15.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $6,302 | $4,849+29.9% | $6,424-1.9% | $2,756+128.7% |
| Participant deferral / active EE | $4,974 | $7,073-29.7% | $9,132-45.5% | $4,297+15.8% |
| Admin fee / account holder | $14,233 | $10,483+35.8% | $13,907+2.3% | $6,935+105.2% |