Filed April 7, 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 | $131,033 | $72,400+81.0% | $67,502+94.1% | $145,922-10.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 23.10% | 7182.46%-7159.4pp | 3512.12%-3489.0pp | 561.29%-538.2pp |
| Employer contribution / active EE | $5,809 | $3,069+89.3% | $2,731+112.7% | $4,660+24.7% |
| Participant deferral / active EE | $2,909 | $4,783-39.2% | $4,000-27.3% | $6,688-56.5% |
| Admin fee / account holder | $33,325 | $5,539+501.7% | $3,998+733.6% | $13,397+148.7% |