Filed March 31, 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 7-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 | $89,377 | $95,193-6.1% | $76,523+16.8% | $135,375-34.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.58% | 4.85%-12.4pp | -0.27%-7.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $7,955 | $3,302+140.9% | $2,647+200.5% | $4,779+66.5% |
| Participant deferral / active EE | $15,910 | $4,639+242.9% | $3,835+314.8% | $5,609+183.7% |
| Admin fee / account holder | $4,899 | $6,249-21.6% | $4,848+1.0% | $10,827-54.8% |