Filed March 9, 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 | $96,543 | $102,966-6.2% | $90,281+6.9% | $152,861-36.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 54.81% | 95.16%-40.3pp | 78.10%-23.3pp | 345.32%-290.5pp |
| Employer contribution / active EE | $7,657 | $3,139+143.9% | $2,854+168.2% | $4,762+60.8% |
| Participant deferral / active EE | $9,948 | $4,281+132.4% | $3,885+156.0% | $5,850+70.0% |
| Admin fee / account holder | $487 | $6,171-92.1% | $5,351-90.9% | $11,596-95.8% |