Filed January 27, 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 | $144,479 | $64,707+123.3% | $112,228+28.7% | $68,494+110.9% |
| Participation rate | 87.7% | 67.2%+20.5pp | 75.1%+12.6pp | 67.9%+19.8pp |
| Annual return | -17.16% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,065 | $2,746+11.6% | $3,635-15.7% | $2,596+18.0% |
| Participant deferral / active EE | $7,196 | $3,565+101.9% | $4,728+52.2% | $4,027+78.7% |
| Admin fee / account holder | $11,141 | $5,232+112.9% | $6,410+73.8% | $5,403+106.2% |