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 | $138,218 | $109,359+26.4% | $162,163-14.8% | $72,985+89.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.65% | 25.46%-5.8pp | 115.59%-95.9pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,728 | $3,907-30.2% | $5,614-51.4% | $2,440+11.8% |
| Participant deferral / active EE | $4,508 | $5,481-17.8% | $7,298-38.2% | $3,607+25.0% |
| Admin fee / account holder | $10,455 | $7,972+31.2% | $10,843-3.6% | $5,124+104.0% |