Filed July 21, 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 | $228,492 | $48,076+375.3% | $78,689+190.4% | $62,891+263.3% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 10.03% | 31.35%-21.3pp | 62.18%-52.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $9,760 | $2,015+384.5% | $2,851+242.4% | $2,281+327.9% |
| Participant deferral / active EE | $8,205 | $2,588+217.1% | $3,517+133.3% | $3,203+156.2% |
| Admin fee / account holder | $68,328 | $3,207+2030.4% | $4,510+1414.9% | $4,296+1490.7% |