Filed April 26, 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 | $151,070 | $69,207+118.3% | $64,056+135.8% | $139,434+8.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.53% | 45.88%-31.4pp | 33.69%-19.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,540 | $3,182-20.2% | $2,747-7.5% | $4,751-46.5% |
| Participant deferral / active EE | $2,699 | $4,682-42.4% | $3,880-30.4% | $6,710-59.8% |
| Admin fee / account holder | $7,578 | $4,244+78.6% | $3,068+147.0% | $11,403-33.5% |