Filed January 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 | $75,756 | $146,267-48.2% | $197,124-61.6% | $82,448-8.1% |
| Participation rate | 83.7% | 84.0%-0.3pp | 86.7%-3.0pp | 68.1%+15.7pp |
| Annual return | 15.15% | 29.61%-14.5pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $8,819 | $4,723+86.7% | $6,227+41.6% | $2,551+245.7% |
| Participant deferral / active EE | $4,778 | $7,035-32.1% | $9,135-47.7% | $4,139+15.4% |
| Admin fee / account holder | $6,729 | $14,422-53.3% | $16,298-58.7% | $7,234-7.0% |