Filed October 13, 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 | $100,445 | $110,094-8.8% | $151,611-33.7% | $68,494+46.6% |
| Participation rate | 84.3% | 84.0%+0.4pp | 87.5%-3.2pp | 67.9%+16.4pp |
| Annual return | -11.84% | -10.12%-1.7pp | 3.33%-15.2pp | -7.84%-4.0pp |
| Employer contribution / active EE | $3,369 | $4,471-24.6% | $6,166-45.4% | $2,596+29.8% |
| Participant deferral / active EE | $6,102 | $6,527-6.5% | $8,363-27.0% | $4,027+51.5% |
| Admin fee / account holder | $17,161 | $7,719+122.3% | $11,616+47.7% | $5,403+217.6% |