Filed April 2, 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 | $152,409 | $81,248+87.6% | $155,509-2.0% | $80,856+88.5% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.6pp | 67.6%+22.1pp |
| Annual return | 16.05% | 33.31%-17.3pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,370 | $3,100+8.7% | $4,672-27.9% | $2,755+22.3% |
| Participant deferral / active EE | $6,313 | $3,452+82.9% | $5,626+12.2% | $4,296+47.0% |
| Admin fee / account holder | $40,569 | $7,997+407.3% | $15,912+155.0% | $6,918+486.4% |