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 | $152,412 | $42,894+255.3% | $60,874+150.4% | $68,494+122.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.66% | -13.98%+3.3pp | 16.90%-27.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $12,363 | $1,978+525.0% | $2,701+357.7% | $2,596+376.2% |
| Participant deferral / active EE | $6,191 | $2,867+116.0% | $3,817+62.2% | $4,027+53.7% |
| Admin fee / account holder | $16,598 | $3,101+435.3% | $3,224+414.8% | $5,403+207.2% |