Filed April 14, 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 | $133,395 | $86,929+53.5% | $102,423+30.2% | $80,856+65.0% |
| Participation rate | 87.4% | 72.4%+15.0pp | 76.5%+10.9pp | 67.6%+19.7pp |
| Annual return | 13.29% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,260 | $2,369+37.6% | $3,023+7.8% | $2,755+18.3% |
| Participant deferral / active EE | $6,624 | $4,118+60.8% | $5,053+31.1% | $4,296+54.2% |
| Admin fee / account holder | $7,963 | $8,049-1.1% | $9,451-15.7% | $6,918+15.1% |