Filed February 24, 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 | $40,823 | $58,234-29.9% | $81,783-50.1% | $80,874-49.5% |
| Participation rate | 81.7% | 63.4%+18.2pp | 72.4%+9.3pp | 67.6%+14.0pp |
| Annual return | 7.83% | 41.70%-33.9pp | 775.05%-767.2pp | 35.62%-27.8pp |
| Employer contribution / active EE | $3,913 | $2,341+67.1% | $2,913+34.3% | $2,756+42.0% |
| Participant deferral / active EE | $3,088 | $3,283-5.9% | $4,320-28.5% | $4,297-28.1% |
| Admin fee / account holder | $5,419 | $4,982+8.8% | $7,380-26.6% | $6,935-21.9% |