Filed January 27, 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 5-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 | $26,924 | $65,703-59.0% | $94,224-71.4% | $59,632-54.9% |
| Participation rate | 78.6% | 72.1%+6.5pp | 78.8%-0.2pp | 68.7%+9.9pp |
| Annual return | 1.53% | 5.22%-3.7pp | 10.68%-9.2pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $1,025 | $2,021-49.3% | $3,587-71.4% | $2,203-53.5% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,397 | $4,264-20.3% | $6,269-45.8% | $4,297-20.9% |