Filed March 15, 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 | $162,881 | $238,490-31.7% | $180,183-9.6% | $142,382+14.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 19.49% | 33.56%-14.1pp | 27.86%-8.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $13,582 | $6,143+121.1% | $5,039+169.5% | $4,299+215.9% |
| Participant deferral / active EE | $18,426 | $7,996+130.4% | $6,822+170.1% | $6,507+183.2% |
| Admin fee / account holder | $29,172 | $28,866+1.1% | $19,975+46.0% | $12,624+131.1% |