Filed January 23, 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 | $158,406 | $82,664+91.6% | $125,339+26.4% | $68,494+131.3% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -15.85% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $7,719 | $3,381+128.3% | $4,814+60.3% | $2,596+197.3% |
| Participant deferral / active EE | $8,989 | $6,110+47.1% | $7,446+20.7% | $4,027+123.2% |
| Admin fee / account holder | $814 | $6,275-87.0% | $10,010-91.9% | $5,403-84.9% |