Filed July 29, 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 | $96,087 | $93,571+2.7% | $135,903-29.3% | $75,163+27.8% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 19.96% | 30.90%-10.9pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $8,411 | $3,537+137.8% | $4,856+73.2% | $2,670+215.0% |
| Participant deferral / active EE | $5,593 | $6,404-12.7% | $7,758-27.9% | $4,125+35.6% |
| Admin fee / account holder | $3,700 | $6,975-47.0% | $10,762-65.6% | $5,651-34.5% |