Filed September 20, 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 | $151,718 | $109,359+38.7% | $162,163-6.4% | $72,985+107.9% |
| Participation rate | 83.8% | 84.3%-0.5pp | 87.6%-3.8pp | 69.5%+14.3pp |
| Annual return | 18.23% | 25.46%-7.2pp | 115.59%-97.4pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,413 | $3,907-63.8% | $5,614-74.8% | $2,440-42.1% |
| Participant deferral / active EE | $4,618 | $5,481-15.8% | $7,298-36.7% | $3,607+28.0% |
| Admin fee / account holder | $15,076 | $7,972+89.1% | $10,843+39.0% | $5,124+194.2% |