Filed May 10, 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 | $128,368 | $48,076+167.0% | $78,689+63.1% | $62,891+104.1% |
| Participation rate | 93.1% | 65.2%+27.9pp | 73.6%+19.5pp | 69.3%+23.8pp |
| Annual return | 8.96% | 31.35%-22.4pp | 62.18%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,448 | $2,015+71.2% | $2,851+21.0% | $2,281+51.2% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,622 | $3,207-18.3% | $4,510-41.9% | $4,296-39.0% |