Filed March 17, 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 | $37,457 | $48,570-22.9% | $130,648-71.3% | $72,985-48.7% |
| Participation rate | 75.0% | 58.6%+16.4pp | 71.7%+3.3pp | 69.5%+5.5pp |
| Annual return | 21.07% | 38.63%-17.6pp | 1708.96%-1687.9pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,502 | $1,334+12.6% | $4,092-63.3% | $2,440-38.5% |
| Participant deferral / active EE | $2,756 | $2,384+15.6% | $3,603-23.5% | $3,607-23.6% |
| Admin fee / account holder | $7,532 | $3,549+112.2% | $5,464+37.8% | $5,124+47.0% |