Filed January 6, 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 | $135,830 | $43,327+213.5% | $59,878+126.8% | $64,186+111.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.43% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.8pp |
| Employer contribution / active EE | $12,338 | $2,028+508.3% | $2,722+353.3% | $2,381+418.2% |
| Participant deferral / active EE | $6,454 | $2,546+153.5% | $3,402+89.7% | $3,470+86.0% |
| Admin fee / account holder | $3,545 | $3,005+18.0% | $3,590-1.3% | $4,888-27.5% |