Filed October 27, 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 | $249,387 | $109,817+127.1% | $98,442+153.3% | $167,490+48.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.99% | 1956.69%-1933.7pp | 1492.73%-1469.7pp | 478.56%-455.6pp |
| Employer contribution / active EE | $6,211 | $3,224+92.7% | $2,960+109.9% | $4,837+28.4% |
| Participant deferral / active EE | $10,982 | $4,673+135.0% | $4,276+156.8% | $6,341+73.2% |
| Admin fee / account holder | $19,127 | $6,753+183.3% | $5,949+221.5% | $12,309+55.4% |