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 8-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 | $103,377 | $77,419+33.5% | $69,455+48.8% | $152,861-32.4% |
| Participation rate | 93.8% | 78.1%+15.6pp | 74.6%+19.1pp | 82.4%+11.3pp |
| Annual return | 5.86% | 39.06%-33.2pp | 28.97%-23.1pp | 345.32%-339.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,536 | $4,414+48.1% | $3,535+84.9% | $5,850+11.7% |
| Admin fee / account holder | $2,295 | $6,207-63.0% | $3,839-40.2% | $11,596-80.2% |