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 | $81,227 | $42,894+89.4% | $60,874+33.4% | $68,494+18.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.75% | -13.98%-1.8pp | 16.90%-32.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,110 | $1,978+107.8% | $2,701+52.1% | $2,596+58.3% |
| Participant deferral / active EE | $8,031 | $2,867+180.1% | $3,817+110.4% | $4,027+99.4% |
| Admin fee / account holder | $30,325 | $3,101+878.0% | $3,224+840.5% | $5,403+461.3% |