Filed July 19, 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 | $143,818 | $125,758+14.4% | $169,993-15.4% | $75,163+91.3% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 14.97% | 27.20%-12.2pp | 53.37%-38.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $6,559 | $4,615+42.1% | $6,785-3.3% | $2,670+145.7% |
| Participant deferral / active EE | $6,703 | $6,837-2.0% | $10,408-35.6% | $4,125+62.5% |
| Admin fee / account holder | $9,902 | $8,173+21.1% | $12,815-22.7% | $5,651+75.2% |