Filed October 12, 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 | $173,135 | $48,230+259.0% | $67,502+156.5% | $80,856+114.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.16% | 18.28%-3.1pp | 3512.12%-3497.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,045 | $2,020+100.3% | $2,731+48.1% | $2,755+46.8% |
| Participant deferral / active EE | $5,485 | $2,924+87.6% | $4,000+37.1% | $4,296+27.7% |
| Admin fee / account holder | $8,654 | $3,681+135.1% | $3,998+116.5% | $6,918+25.1% |