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 | $188,646 | $53,822+250.5% | $75,696+149.2% | $85,850+119.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 25.07% | 24.54%+0.5pp | 104.53%-79.5pp | 318.53%-293.5pp |
| Employer contribution / active EE | $12,877 | $2,017+538.6% | $2,743+369.5% | $2,565+402.0% |
| Participant deferral / active EE | $6,642 | $2,895+129.4% | $3,821+73.8% | $3,952+68.1% |
| Admin fee / account holder | $9,815 | $3,343+193.6% | $3,619+171.2% | $6,260+56.8% |