Filed July 12, 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 | $243,568 | $61,660+295.0% | $80,019+204.4% | $64,186+279.5% |
| Participation rate | 90.3% | 71.7%+18.6pp | 75.8%+14.5pp | 69.6%+20.8pp |
| Annual return | -4.65% | -0.33%-4.3pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $7,727 | $1,810+326.8% | $2,468+213.1% | $2,381+224.5% |
| Participant deferral / active EE | $7,218 | $2,968+143.2% | $3,686+95.8% | $3,470+108.0% |
| Admin fee / account holder | $14,361 | $5,417+165.1% | $6,521+120.2% | $4,888+193.8% |