Filed March 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 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 | $109,194 | $110,094-0.8% | $151,611-28.0% | $68,494+59.4% |
| Participation rate | 81.8% | 84.0%-2.1pp | 87.5%-5.7pp | 67.9%+13.9pp |
| Annual return | -13.75% | -10.12%-3.6pp | 3.33%-17.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,075 | $4,471-53.6% | $6,166-66.4% | $2,596-20.1% |
| Participant deferral / active EE | $4,606 | $6,527-29.4% | $8,363-44.9% | $4,027+14.4% |
| Admin fee / account holder | $6,123 | $7,719-20.7% | $11,616-47.3% | $5,403+13.3% |