Filed January 17, 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 | $88,673 | $64,707+37.0% | $112,228-21.0% | $68,494+29.5% |
| Participation rate | 81.0% | 67.2%+13.8pp | 75.1%+5.9pp | 67.9%+13.1pp |
| Annual return | -15.43% | -11.40%-4.0pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,699 | $2,746-38.1% | $3,635-53.2% | $2,596-34.5% |
| Participant deferral / active EE | $4,905 | $3,565+37.6% | $4,728+3.7% | $4,027+21.8% |
| Admin fee / account holder | $17,371 | $5,232+232.0% | $6,410+171.0% | $5,403+221.5% |