Filed January 18, 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 | $190,658 | $198,466-3.9% | $170,442+11.9% | $147,584+29.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.59% | 257.29%-242.7pp | 205.93%-191.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $6,765 | $6,184+9.4% | $5,433+24.5% | $4,876+38.7% |
| Participant deferral / active EE | $4,675 | $5,629-17.0% | $4,939-5.4% | $5,439-14.0% |
| Admin fee / account holder | $670 | $16,852-96.0% | $13,880-95.2% | $10,885-93.8% |