Filed January 6, 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 | $49,793 | $114,381-56.5% | $107,525-53.7% | $142,382-65.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.60% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,780 | $4,015-55.7% | $3,754-52.6% | $4,299-58.6% |
| Participant deferral / active EE | $2,339 | $5,564-58.0% | $5,116-54.3% | $6,507-64.1% |
| Admin fee / account holder | $1,796 | $9,860-81.8% | $8,919-79.9% | $12,624-85.8% |