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 | $80,717 | $98,240-17.8% | $82,313-1.9% | $147,584-45.3% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 11.60% | 30.85%-19.3pp | 25.88%-14.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $578 | $3,192-81.9% | $2,428-76.2% | $4,876-88.1% |
| Participant deferral / active EE | $4,053 | $4,383-7.5% | $3,706+9.4% | $5,439-25.5% |
| Admin fee / account holder | $2,400 | $8,563-72.0% | $5,608-57.2% | $10,885-78.0% |