Filed August 8, 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 | $111,401 | $56,277+98.0% | $80,975+37.6% | $62,891+77.1% |
| Participation rate | 94.6% | 69.0%+25.7pp | 75.8%+18.8pp | 69.3%+25.3pp |
| Annual return | 7.48% | 22.12%-14.6pp | 17.10%-9.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,962 | $1,943+52.4% | $3,714-20.3% | $2,281+29.8% |
| Participant deferral / active EE | $3,526 | $4,195-15.9% | $5,696-38.1% | $3,203+10.1% |
| Admin fee / account holder | $6,186 | $3,741+65.4% | $5,516+12.1% | $4,296+44.0% |