Filed February 23, 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 | $48,199 | $57,281-15.9% | $86,612-44.4% | $75,163-35.9% |
| Participation rate | 82.0% | 63.2%+18.8pp | 71.7%+10.3pp | 67.2%+14.8pp |
| Annual return | 19.47% | 2670.75%-2651.3pp | 591.07%-571.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,692 | $2,314-26.9% | $3,022-44.0% | $2,670-36.6% |
| Participant deferral / active EE | $5,829 | $3,318+75.7% | $4,438+31.4% | $4,125+41.3% |
| Admin fee / account holder | $1,866 | $4,112-54.6% | $5,614-66.8% | $5,651-67.0% |