Filed October 25, 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 | $140,946 | $58,726+140.0% | $92,233+52.8% | $62,292+126.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.56% | 43.62%-23.1pp | 176.28%-155.7pp | 28.90%-8.3pp |
| Employer contribution / active EE | $4,781 | $2,392+99.9% | $3,679+29.9% | $2,042+134.1% |
| Participant deferral / active EE | $9,998 | $2,766+261.5% | $3,897+156.6% | $3,169+215.5% |
| Admin fee / account holder | $482 | $556-13.4% | $5,194-90.7% | $479+0.5% |