Filed January 17, 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 | $91,456 | $81,460+12.3% | $103,333-11.5% | $80,856+13.1% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 13.27% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,505 | $3,105-51.5% | $3,868-61.1% | $2,755-45.4% |
| Participant deferral / active EE | $4,699 | $3,869+21.5% | $5,057-7.1% | $4,296+9.4% |
| Admin fee / account holder | $3,374 | $6,566-48.6% | $8,355-59.6% | $6,918-51.2% |