Filed July 22, 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 | $190,188 | $72,277+163.1% | $101,248+87.8% | $79,858+138.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.62% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $5,914 | $2,692+119.7% | $3,660+61.6% | $2,471+139.4% |
| Participant deferral / active EE | $8,211 | $3,282+150.2% | $4,370+87.9% | $3,740+119.5% |
| Admin fee / account holder | $2,704 | $4,400-38.6% | $5,945-54.5% | $5,306-49.1% |