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 8-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 | $80,024 | $179,726-55.5% | $156,263-48.8% | $142,382-43.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 26.41% | 77.86%-51.4pp | 59.47%-33.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $3,214 | $5,069-36.6% | $4,333-25.8% | $4,299-25.2% |
| Participant deferral / active EE | $8,780 | $6,956+26.2% | $6,158+42.6% | $6,507+34.9% |
| Admin fee / account holder | $904 | $17,272-94.8% | $14,255-93.7% | $12,624-92.8% |