Filed August 30, 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 | $51,693 | $65,365-20.9% | $92,893-44.4% | $72,985-29.2% |
| Participation rate | 80.4% | 68.3%+12.1pp | 76.0%+4.4pp | 69.5%+10.9pp |
| Annual return | 20.79% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,879 | $2,594-27.6% | $3,653-48.6% | $2,440-23.0% |
| Participant deferral / active EE | $4,826 | $3,128+54.3% | $4,236+13.9% | $3,607+33.8% |
| Admin fee / account holder | $6,802 | $4,251+60.0% | $5,794+17.4% | $5,124+32.7% |