Filed April 28, 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 | $95,866 | $133,922-28.4% | $116,228-17.5% | $142,382-32.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.80% | 147.76%-135.0pp | 90.06%-77.3pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,792 | $3,446+39.1% | $2,994+60.0% | $4,299+11.5% |
| Participant deferral / active EE | $5,491 | $5,672-3.2% | $4,953+10.9% | $6,507-15.6% |
| Admin fee / account holder | $12,674 | $14,945-15.2% | $11,989+5.7% | $12,624+0.4% |