Filed November 29, 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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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 | $62,598 | $72,404-13.5% | $110,238-43.2% | $64,186-2.5% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | -4.12% | -6.29%+2.2pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,144 | $2,282+81.7% | $3,826+8.3% | $2,381+74.1% |
| Participant deferral / active EE | $6,959 | $3,469+100.6% | $4,672+49.0% | $3,470+100.6% |
| Admin fee / account holder | $23,679 | $5,664+318.0% | $8,547+177.0% | $4,888+384.4% |