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 | $69,845 | $72,400-3.5% | $67,502+3.5% | $145,922-52.1% |
| Participation rate | 82.4% | 76.9%+5.5pp | 72.9%+9.5pp | 80.3%+2.1pp |
| Annual return | 12.96% | 7182.46%-7169.5pp | 3512.12%-3499.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $11,068 | $3,069+260.6% | $2,731+305.3% | $4,660+137.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6,741 | $5,539+21.7% | $3,998+68.6% | $13,397-49.7% |