Filed June 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,573 | $51,638+269.1% | $68,368+178.7% | $82,448+131.1% |
| Participation rate | 98.3% | 63.6%+34.7pp | 73.8%+24.6pp | 68.1%+30.2pp |
| Annual return | 13.17% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,838 | $2,047+38.7% | $2,649+7.2% | $2,551+11.3% |
| Participant deferral / active EE | $8,992 | $2,914+208.6% | $4,123+118.1% | $4,139+117.2% |
| Admin fee / account holder | $18,247 | $4,643+293.0% | $5,150+254.3% | $7,234+152.2% |