Filed October 4, 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 8-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 | $70,659 | $49,177+43.7% | $79,464-11.1% | $64,186+10.1% |
| Participation rate | 92.4% | 65.0%+27.4pp | 73.3%+19.1pp | 69.6%+22.9pp |
| Annual return | 23.14% | -1.16%+24.3pp | 718.14%-695.0pp | 7.63%+15.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,151 | $2,821+11.7% | $3,704-14.9% | $3,470-9.2% |
| Admin fee / account holder | $15,817 | $3,839+312.0% | $5,113+209.3% | $4,888+223.6% |