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 | $164,297 | $110,094+49.2% | $151,611+8.4% | $68,494+139.9% |
| Participation rate | 91.5% | 84.0%+7.6pp | 87.5%+4.1pp | 67.9%+23.7pp |
| Annual return | 7.46% | -10.12%+17.6pp | 3.33%+4.1pp | -7.84%+15.3pp |
| Employer contribution / active EE | $1,441 | $4,471-67.8% | $6,166-76.6% | $2,596-44.5% |
| Participant deferral / active EE | $5,350 | $6,527-18.0% | $8,363-36.0% | $4,027+32.9% |
| Admin fee / account holder | $77,021 | $7,719+897.9% | $11,616+563.1% | $5,403+1325.6% |