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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,267 | $146,267-22.6% | $197,124-42.5% | $82,448+37.4% |
| Participation rate | 88.8% | 84.0%+4.7pp | 86.7%+2.0pp | 68.1%+20.7pp |
| Annual return | 15.23% | 29.61%-14.4pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,265 | $4,723-9.7% | $6,227-31.5% | $2,551+67.2% |
| Participant deferral / active EE | $11,317 | $7,035+60.9% | $9,135+23.9% | $4,139+173.4% |
| Admin fee / account holder | $17,173 | $14,422+19.1% | $16,298+5.4% | $7,234+137.4% |