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 | $142,862 | $153,772-7.1% | $133,980+6.6% | $273,961-47.9% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.1%+3.4pp | 83.0%+7.5pp |
| Annual return | 8.75% | 36.51%-27.8pp | 29.30%-20.6pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,408 | $6,029-60.1% | $5,211-53.8% | $4,869-50.5% |
| Participant deferral / active EE | $5,556 | $6,958-20.2% | $6,282-11.6% | $5,287+5.1% |
| Admin fee / account holder | $5,517 | $11,765-53.1% | $9,324-40.8% | $10,132-45.5% |