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 | $89,985 | $88,751+1.4% | $81,812+10.0% | $145,922-38.3% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.3%+11.9pp | 80.3%+3.9pp |
| Annual return | 13.68% | 1025.40%-1011.7pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,021 | $3,083+30.4% | $2,912+38.1% | $4,660-13.7% |
| Participant deferral / active EE | $7,552 | $4,643+62.7% | $4,319+74.9% | $6,688+12.9% |
| Admin fee / account holder | $6,781 | $8,415-19.4% | $7,386-8.2% | $13,397-49.4% |