Filed February 21, 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 | $227,444 | $142,405+59.7% | $115,157+97.5% | $152,861+48.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.30% | 41.48%-23.2pp | 35.60%-17.3pp | 345.32%-327.0pp |
| Employer contribution / active EE | $9,583 | $4,010+139.0% | $3,179+201.5% | $4,762+101.2% |
| Participant deferral / active EE | $16,667 | $5,164+222.7% | $4,168+299.8% | $5,850+184.9% |
| Admin fee / account holder | $129,137 | $8,462+1426.1% | $7,088+1721.9% | $11,596+1013.6% |