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 | $166,378 | $185,822-10.5% | $169,993-2.1% | $139,434+19.3% |
| Participation rate | 79.2% | 87.8%-8.6pp | 87.0%-7.8pp | 80.3%-1.2pp |
| Annual return | 13.08% | 60.50%-47.4pp | 53.37%-40.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $6,844 | $7,590-9.8% | $6,785+0.9% | $4,751+44.1% |
| Participant deferral / active EE | $4,104 | $11,622-64.7% | $10,408-60.6% | $6,710-38.8% |
| Admin fee / account holder | $32,787 | $15,381+113.2% | $12,815+155.8% | $11,403+187.5% |