Filed January 9, 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 | $128,582 | $58,927+118.2% | $76,817+67.4% | $72,985+76.2% |
| Participation rate | 97.9% | 67.3%+30.5pp | 72.1%+25.8pp | 69.5%+28.4pp |
| Annual return | 20.48% | 2305.64%-2285.2pp | 1166.11%-1145.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $4,297 | $1,787+140.5% | $2,302+86.6% | $2,440+76.1% |
| Participant deferral / active EE | $5,389 | $2,690+100.3% | $3,336+61.6% | $3,607+49.4% |
| Admin fee / account holder | $15,840 | $4,013+294.7% | $6,420+146.7% | $5,124+209.1% |