Filed January 6, 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 | $80,550 | $94,529-14.8% | $140,016-42.5% | $64,186+25.5% |
| Participation rate | 97.0% | 84.1%+12.9pp | 87.5%+9.5pp | 69.6%+27.4pp |
| Annual return | -4.30% | 7.77%-12.1pp | 651.12%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,148 | $3,812-43.7% | $5,606-61.7% | $2,381-9.8% |
| Participant deferral / active EE | $3,191 | $5,250-39.2% | $6,927-53.9% | $3,470-8.0% |
| Admin fee / account holder | $5,484 | $6,741-18.6% | $10,705-48.8% | $4,888+12.2% |