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 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 | $137,219 | $73,515+86.7% | $62,995+117.8% | $147,584-7.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.72% | 175.43%-158.7pp | 87.57%-70.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $14,508 | $3,320+336.9% | $2,759+425.8% | $4,876+197.5% |
| Participant deferral / active EE | $7,763 | $4,185+85.5% | $3,329+133.2% | $5,439+42.7% |
| Admin fee / account holder | $64,606 | $5,953+985.2% | $3,600+1694.6% | $10,885+493.5% |