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 | $155,648 | $80,724+92.8% | $103,333+50.6% | $74,495+108.9% |
| Participation rate | 93.1% | 65.7%+27.5pp | 74.5%+18.6pp | 67.2%+25.9pp |
| Annual return | 14.56% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,131 | $3,157-0.8% | $3,868-19.0% | $2,623+19.4% |
| Participant deferral / active EE | $10,591 | $3,860+174.4% | $5,057+109.4% | $4,346+143.7% |
| Admin fee / account holder | $37,639 | $2,368+1489.5% | $8,355+350.5% | $1,942+1838.5% |