Filed May 8, 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 | $159,608 | $159,934-0.2% | $147,005+8.6% | $145,959+9.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.89% | 98.24%-81.4pp | 418.76%-401.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $8,753 | $5,287+65.5% | $4,934+77.4% | $4,661+87.8% |
| Participant deferral / active EE | $5,458 | $8,427-35.2% | $8,070-32.4% | $6,689-18.4% |
| Admin fee / account holder | $6,750 | $15,053-55.2% | $13,006-48.1% | $13,398-49.6% |