Filed September 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 | $177,265 | $58,512+203.0% | $84,015+111.0% | $72,985+142.9% |
| Participation rate | 98.4% | 61.2%+37.2pp | 69.0%+29.4pp | 69.5%+29.0pp |
| Annual return | 20.69% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $7,813 | $1,163+571.8% | $1,983+293.9% | $2,440+220.2% |
| Participant deferral / active EE | $3,891 | $2,394+62.5% | $3,239+20.1% | $3,607+7.9% |
| Admin fee / account holder | $12,719 | $4,569+178.4% | $6,101+108.5% | $5,124+148.2% |