Filed July 16, 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 | $127,564 | $95,193+34.0% | $76,523+66.7% | $135,375-5.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.16% | 4.85%-4.7pp | -0.27%+0.4pp | 519.73%-519.6pp |
| Employer contribution / active EE | $455 | $3,302-86.2% | $2,647-82.8% | $4,779-90.5% |
| Participant deferral / active EE | $2,645 | $4,639-43.0% | $3,835-31.0% | $5,609-52.8% |
| Admin fee / account holder | $10,059 | $6,249+61.0% | $4,848+107.5% | $10,827-7.1% |