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 | $52,707 | $45,073+16.9% | $69,455-24.1% | $72,985-27.8% |
| Participation rate | 86.1% | 68.5%+17.6pp | 74.6%+11.5pp | 69.5%+16.6pp |
| Annual return | 22.97% | 22.65%+0.3pp | 28.97%-6.0pp | 81.00%-58.0pp |
| Employer contribution / active EE | $5,364 | $2,054+161.1% | $2,779+93.0% | $2,440+119.8% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $354 | $3,056-88.4% | $3,839-90.8% | $5,124-93.1% |