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 | $56,572 | $46,553+21.5% | $64,056-11.7% | $75,163-24.7% |
| Participation rate | 77.8% | 65.9%+11.8pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 17.30% | 26.03%-8.7pp | 33.69%-16.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $7,819 | $1,974+296.1% | $2,747+184.7% | $2,670+192.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,720 | $2,952+26.0% | $3,068+21.2% | $5,651-34.2% |