Filed April 2, 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 | $130,341 | $175,202-25.6% | $149,673-12.9% | $139,434-6.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 18.95% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,875 | $5,474-65.7% | $4,818-61.1% | $4,751-60.5% |
| Participant deferral / active EE | $5,103 | $6,519-21.7% | $5,680-10.2% | $6,710-24.0% |
| Admin fee / account holder | $659 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |