Filed September 8, 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 | $153,136 | $95,803+59.8% | $113,168+35.3% | $84,808+80.6% |
| Participation rate | 79.2% | 72.9%+6.4pp | 76.6%+2.7pp | 68.3%+10.9pp |
| Annual return | 12.33% | 25.00%-12.7pp | 24.27%-11.9pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,504 | $2,360+6.1% | $2,975-15.8% | $2,631-4.8% |
| Participant deferral / active EE | $6,380 | $4,242+50.4% | $5,107+24.9% | $4,212+51.5% |
| Admin fee / account holder | $11,607 | $8,989+29.1% | $12,068-3.8% | $7,344+58.1% |