Filed February 21, 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 | $188,175 | $95,803+96.4% | $113,168+66.3% | $84,808+121.9% |
| Participation rate | 73.7% | 72.9%+0.8pp | 76.6%-2.9pp | 68.3%+5.4pp |
| Annual return | 14.68% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,210 | $4,242-0.8% | $5,107-17.6% | $4,2120% |
| Admin fee / account holder | $4,916 | $8,989-45.3% | $12,068-59.3% | $7,344-33.1% |