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 | $90,955 | $43,327+109.9% | $59,878+51.9% | $64,186+41.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.81% | -1.55%-0.3pp | 3.46%-5.3pp | 7.63%-9.4pp |
| Employer contribution / active EE | $5,183 | $2,028+155.5% | $2,722+90.4% | $2,381+117.7% |
| Participant deferral / active EE | $8,709 | $2,546+242.1% | $3,402+156.0% | $3,470+151.0% |
| Admin fee / account holder | $17,902 | $3,005+495.7% | $3,590+398.6% | $4,888+266.2% |