Filed January 6, 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 | $70,491 | $60,124+17.2% | $90,404-22.0% | $79,858-11.7% |
| Participation rate | 92.0% | 65.0%+27.0pp | 72.7%+19.3pp | 69.6%+22.4pp |
| Annual return | 15.35% | 71.94%-56.6pp | 1293.02%-1277.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $4,153 | $2,068+100.8% | $3,262+27.3% | $2,471+68.1% |
| Participant deferral / active EE | $6,223 | $2,938+111.8% | $3,963+57.0% | $3,740+66.4% |
| Admin fee / account holder | $1,033 | $3,976-74.0% | $5,611-81.6% | $5,306-80.5% |