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 | $206,008 | $70,756+191.2% | $65,493+214.5% | $142,382+44.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.10% | 1754.89%-1741.8pp | 982.45%-969.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,348 | $2,881+16.2% | $2,574+30.1% | $4,299-22.1% |
| Participant deferral / active EE | $3,561 | $4,637-23.2% | $3,961-10.1% | $6,507-45.3% |
| Admin fee / account holder | $7,578 | $6,559+15.5% | $5,028+50.7% | $12,624-40.0% |