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 | $85,057 | $70,756+20.2% | $65,493+29.9% | $142,382-40.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.42% | 1754.89%-1741.5pp | 982.45%-969.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,712 | $2,881+63.6% | $2,574+83.1% | $4,299+9.6% |
| Participant deferral / active EE | $6,878 | $4,637+48.3% | $3,961+73.6% | $6,507+5.7% |
| Admin fee / account holder | $8,542 | $6,559+30.2% | $5,028+69.9% | $12,624-32.3% |