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 | $196,336 | $78,672+149.6% | $109,143+79.9% | $85,850+128.7% |
| Participation rate | 98.7% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.4pp |
| Annual return | 15.66% | 25.09%-9.4pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,965 | $2,735+8.4% | $3,722-20.3% | $2,565+15.6% |
| Participant deferral / active EE | $10,533 | $3,467+203.8% | $4,653+126.4% | $3,952+166.5% |
| Admin fee / account holder | $12,509 | $5,469+128.7% | $6,752+85.3% | $6,260+99.8% |