Filed January 19, 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 | $107,934 | $53,777+100.7% | $134,143-19.5% | $79,858+35.2% |
| Participation rate | 90.9% | 58.8%+32.1pp | 72.2%+18.7pp | 69.6%+21.3pp |
| Annual return | 20.97% | 19.01%+2.0pp | 36.33%-15.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $10,576 | $1,321+700.4% | $3,704+185.5% | $2,471+328.0% |
| Participant deferral / active EE | $8,555 | $2,420+253.5% | $3,499+144.5% | $3,740+128.7% |
| Admin fee / account holder | $4,760 | $3,984+19.5% | $6,684-28.8% | $5,306-10.3% |