Filed September 13, 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 | $83,654 | $65,041+28.6% | $90,951-8.0% | $79,858+4.8% |
| Participation rate | 75.3% | 61.6%+13.7pp | 69.0%+6.3pp | 69.6%+5.6pp |
| Annual return | 20.60% | 30.45%-9.8pp | 134.60%-114.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $293 | $1,247-76.5% | $2,122-86.2% | $2,471-88.2% |
| Participant deferral / active EE | $3,295 | $2,512+31.2% | $3,373-2.3% | $3,740-11.9% |
| Admin fee / account holder | $1,694 | $4,536-62.6% | $5,959-71.6% | $5,306-68.1% |