Filed March 1, 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 8-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 | $113,224 | $102,966+10.0% | $90,281+25.4% | $152,861-25.9% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.4%-9.1pp |
| Annual return | 20.06% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,174 | $3,139+33.0% | $2,854+46.2% | $4,762-12.4% |
| Participant deferral / active EE | $5,006 | $4,281+16.9% | $3,885+28.9% | $5,850-14.4% |
| Admin fee / account holder | $1,253 | $6,171-79.7% | $5,351-76.6% | $11,596-89.2% |