Filed February 14, 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 | $106,487 | $45,035+136.5% | $62,995+69.0% | $70,131+51.8% |
| Participation rate | 97.2% | 69.5%+27.7pp | 74.8%+22.4pp | 69.5%+27.7pp |
| Annual return | 13.34% | 18.76%-5.4pp | 87.57%-74.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,784 | $2,051+84.5% | $2,759+37.2% | $2,342+61.5% |
| Participant deferral / active EE | $7,971 | $2,465+223.4% | $3,329+139.4% | $3,332+139.2% |
| Admin fee / account holder | $1,097 | $2,834-61.3% | $3,600-69.5% | $4,645-76.4% |