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 | $101,598 | $91,190+11.4% | $178,490-43.1% | $79,858+27.2% |
| Participation rate | 91.4% | 69.2%+22.2pp | 81.9%+9.5pp | 69.6%+21.8pp |
| Annual return | 12.64% | 24.19%-11.6pp | 151.07%-138.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,848 | $3,256-43.2% | $5,011-63.1% | $2,471-25.2% |
| Participant deferral / active EE | $2,750 | $3,236-15.0% | $5,202-47.1% | $3,740-26.5% |
| Admin fee / account holder | $342 | $6,751-94.9% | $13,984-97.6% | $5,306-93.5% |