Filed February 7, 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 | $25,506 | $46,674-45.4% | $117,472-78.3% | $68,494-62.8% |
| Participation rate | 89.7% | 56.8%+32.9pp | 70.6%+19.1pp | 67.9%+21.8pp |
| Annual return | -18.71% | -14.52%-4.2pp | 29.74%-48.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,063 | $1,505+103.6% | $4,176-26.6% | $2,596+18.0% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,884 | $4,020-28.3% | $5,645-48.9% | $5,403-46.6% |