Filed June 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.
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 | $119,169 | $56,054+112.6% | $171,082-30.3% | $62,891+89.5% |
| Participation rate | 95.5% | 62.9%+32.6pp | 76.7%+18.8pp | 69.3%+26.2pp |
| Annual return | 12.17% | 22.52%-10.4pp | 32.56%-20.4pp | 20.14%-8.0pp |
| Employer contribution / active EE | $10,535 | $1,731+508.6% | $4,002+163.2% | $2,281+361.9% |
| Participant deferral / active EE | $8,092 | $3,158+156.2% | $4,797+68.7% | $3,203+152.7% |
| Admin fee / account holder | $8,373 | $3,647+129.6% | $8,520-1.7% | $4,296+94.9% |