Filed February 14, 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 | $170,806 | $81,900+108.6% | $119,609+42.8% | $68,494+149.4% |
| Participation rate | 80.5% | 71.9%+8.6pp | 79.3%+1.2pp | 67.9%+12.6pp |
| Annual return | -11.97% | -23.82%+11.9pp | -14.97%+3.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $4,539 | $2,693+68.5% | $4,232+7.3% | $2,596+74.8% |
| Participant deferral / active EE | $9,003 | $4,148+117.1% | $5,602+60.7% | $4,027+123.6% |
| Admin fee / account holder | $80,762 | $6,582+1127.1% | $10,323+682.3% | $5,403+1394.8% |