Filed July 27, 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 | $50,347 | $48,076+4.7% | $78,689-36.0% | $62,891-19.9% |
| Participation rate | 73.5% | 65.2%+8.3pp | 73.6%-0.1pp | 69.3%+4.2pp |
| Annual return | 5.47% | 31.35%-25.9pp | 62.18%-56.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,522 | $2,015-24.4% | $2,851-46.6% | $2,281-33.3% |
| Participant deferral / active EE | $2,652 | $2,588+2.5% | $3,517-24.6% | $3,203-17.2% |
| Admin fee / account holder | $4,911 | $3,207+53.1% | $4,510+8.9% | $4,296+14.3% |