Filed May 15, 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 | $141,131 | $101,724+38.7% | $164,813-14.4% | $80,856+74.5% |
| Participation rate | 81.0% | 71.8%+9.1pp | 78.6%+2.3pp | 67.6%+13.3pp |
| Annual return | 12.06% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,856 | $2,953-37.2% | $4,341-57.2% | $2,755-32.6% |
| Participant deferral / active EE | $5,707 | $4,477+27.5% | $6,031-5.4% | $4,296+32.9% |
| Admin fee / account holder | $7,272 | $8,227-11.6% | $12,690-42.7% | $6,918+5.1% |