Filed June 19, 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 3-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 | $39,484 | $39,534-0.1% | $46,225-14.6% | $62,891-37.2% |
| Participation rate | 91.5% | 74.6%+17.0pp | 79.5%+12.0pp | 69.3%+22.2pp |
| Annual return | 17.06% | 8.93%+8.1pp | 7.57%+9.5pp | 20.14%-3.1pp |
| Employer contribution / active EE | $3,877 | $2,646+46.5% | $3,424+13.2% | $2,281+70.0% |
| Participant deferral / active EE | $5,004 | $2,681+86.6% | $3,776+32.5% | $3,203+56.2% |
| Admin fee / account holder | $1,289 | $2,464-47.7% | $3,519-63.4% | $4,296-70.0% |