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 | $45,998 | $202,432-77.3% | $169,368-72.8% | $139,434-67.0% |
| Participation rate | 86.7% | 81.1%+5.6pp | 77.1%+9.5pp | 80.3%+6.3pp |
| Annual return | 16.06% | 531.74%-515.7pp | 405.60%-389.5pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,752 | $4,692+1.3% | $4,013+18.4% | $4,7510% |
| Participant deferral / active EE | $6,317 | $6,938-8.9% | $6,221+1.5% | $6,710-5.9% |
| Admin fee / account holder | $5,805 | $10,708-45.8% | $9,003-35.5% | $11,403-49.1% |