Filed September 16, 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 | $84,874 | $82,032+3.5% | $123,104-31.1% | $59,632+42.3% |
| Participation rate | 97.3% | 83.2%+14.1pp | 86.8%+10.5pp | 68.7%+28.6pp |
| Annual return | 1.69% | 5.12%-3.4pp | 13.22%-11.5pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $6,800 | $3,297+106.3% | $5,151+32.0% | $2,203+208.7% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,280 | $5,881-78.2% | $9,015-85.8% | $4,297-70.2% |