Filed January 19, 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 | $192,872 | $74,927+157.4% | $101,794+89.5% | $84,808+127.4% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.2%+28.0pp | 68.3%+28.8pp |
| Annual return | 16.19% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,737 | $1,522+145.5% | $2,289+63.2% | $2,631+42.0% |
| Participant deferral / active EE | $5,716 | $3,099+84.5% | $4,084+40.0% | $4,212+35.7% |
| Admin fee / account holder | $5,471 | $6,514-16.0% | $8,777-37.7% | $7,344-25.5% |