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 | $171,865 | $59,839+187.2% | $81,983+109.6% | $79,858+115.2% |
| Participation rate | 96.9% | 61.6%+35.3pp | 69.2%+27.6pp | 69.6%+27.2pp |
| Annual return | 23.36% | 17.56%+5.8pp | 41.31%-18.0pp | 31.71%-8.4pp |
| Employer contribution / active EE | $15,529 | $1,713+806.3% | $2,498+521.7% | $2,471+528.5% |
| Participant deferral / active EE | $6,565 | $2,695+143.6% | $3,722+76.4% | $3,740+75.5% |
| Admin fee / account holder | $5,829 | $4,287+36.0% | $5,664+2.9% | $5,306+9.8% |