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 | $167,147 | $202,318-17.4% | $172,739-3.2% | $152,861+9.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.51% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $7,669 | $5,856+31.0% | $5,143+49.1% | $4,762+61.0% |
| Participant deferral / active EE | $7,731 | $5,948+30.0% | $5,198+48.7% | $5,850+32.2% |
| Admin fee / account holder | $1,518 | $17,109-91.1% | $13,954-89.1% | $11,596-86.9% |