Filed July 25, 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 | $178,144 | $63,346+181.2% | $92,233+93.1% | $70,131+154.0% |
| Participation rate | 92.7% | 68.7%+24.1pp | 76.5%+16.2pp | 69.5%+23.2pp |
| Annual return | 16.06% | 530.12%-514.1pp | 176.28%-160.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,382 | $2,471+36.8% | $3,679-8.1% | $2,342+44.4% |
| Participant deferral / active EE | $7,442 | $2,854+160.8% | $3,897+91.0% | $3,332+123.4% |
| Admin fee / account holder | $3,841 | $3,8400% | $5,194-26.0% | $4,645-17.3% |