Filed February 24, 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 | $209,452 | $162,781+28.7% | $133,956+56.4% | $158,922+31.8% |
| Participation rate | 78.3% | 83.2%-5.0pp | 79.8%-1.6pp | 82.0%-3.7pp |
| Annual return | 10.26% | 41.94%-31.7pp | 45.09%-34.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,612 | $5,911+11.9% | $5,048+31.0% | $5,982+10.5% |
| Admin fee / account holder | $13,249 | $11,736+12.9% | $8,927+48.4% | $11,246+17.8% |