Filed October 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.
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 | $92,020 | $71,883+28.0% | $86,677+6.2% | $68,494+34.3% |
| Participation rate | 94.7% | 72.2%+22.4pp | 76.6%+18.1pp | 67.9%+26.8pp |
| Annual return | -13.98% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $667 | $2,173-69.3% | $2,836-76.5% | $2,596-74.3% |
| Participant deferral / active EE | $5,300 | $3,779+40.3% | $4,656+13.8% | $4,027+31.6% |
| Admin fee / account holder | $9,476 | $6,112+55.0% | $7,493+26.5% | $5,403+75.4% |