Filed July 7, 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 | $168,519 | $51,638+226.4% | $68,368+146.5% | $82,448+104.4% |
| Participation rate | 93.5% | 63.6%+29.9pp | 73.8%+19.8pp | 68.1%+25.4pp |
| Annual return | 15.42% | 37.53%-22.1pp | 292.57%-277.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $5,421 | $2,047+164.9% | $2,649+104.7% | $2,551+112.5% |
| Participant deferral / active EE | $9,618 | $2,914+230.1% | $4,123+133.3% | $4,139+132.4% |
| Admin fee / account holder | $20,342 | $4,643+338.1% | $5,150+295.0% | $7,234+181.2% |