Filed June 14, 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 9-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 | $46,524 | $57,354-18.9% | $83,848-44.5% | $64,186-27.5% |
| Participation rate | 86.0% | 68.6%+17.4pp | 76.1%+9.9pp | 69.6%+16.5pp |
| Annual return | -7.10% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,243 | $2,545-11.9% | $3,631-38.2% | $2,381-5.8% |
| Participant deferral / active EE | $4,198 | $2,993+40.3% | $4,082+2.9% | $3,470+21.0% |
| Admin fee / account holder | $1,900 | $4,046-53.0% | $5,478-65.3% | $4,888-61.1% |