Filed March 24, 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 | $43,574 | $197,591-77.9% | $177,821-75.5% | $158,922-72.6% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 16.90% | 58.76%-41.9pp | 48.32%-31.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,270 | $6,697-66.1% | $5,918-61.6% | $4,761-52.3% |
| Participant deferral / active EE | $7,142 | $8,405-15.0% | $7,714-7.4% | $5,982+19.4% |
| Admin fee / account holder | $462 | $15,399-97.0% | $12,427-96.3% | $11,246-95.9% |