Filed July 28, 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 | $56,393 | $72,071-21.8% | $68,368-17.5% | $137,256-58.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 9.63% | 353.14%-343.5pp | 292.57%-282.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,840 | $2,788+1.9% | $2,649+7.2% | $4,156-31.7% |
| Participant deferral / active EE | $4,235 | $4,410-4.0% | $4,123+2.7% | $6,407-33.9% |
| Admin fee / account holder | $2,444 | $5,336-54.2% | $5,150-52.5% | $12,270-80.1% |