Filed January 9, 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 | $99,383 | $94,529+5.1% | $140,016-29.0% | $64,186+54.8% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -6.83% | 7.77%-14.6pp | 651.12%-657.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $5,462 | $3,812+43.3% | $5,606-2.6% | $2,381+129.4% |
| Participant deferral / active EE | $3,965 | $5,250-24.5% | $6,927-42.8% | $3,470+14.3% |
| Admin fee / account holder | $1,365 | $6,741-79.8% | $10,705-87.3% | $4,888-72.1% |