Filed June 14, 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 | $149,535 | $98,750+51.4% | $149,696-0.1% | $79,858+87.3% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 55.45% | 27.43%+28.0pp | 276.60%-221.2pp | 31.71%+23.7pp |
| Employer contribution / active EE | $11,628 | $3,216+261.5% | $4,644+150.4% | $2,471+370.6% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13,107 | $6,053+116.5% | $9,309+40.8% | $5,306+147.0% |