Filed February 7, 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 | $58,279 | $48,570+20.0% | $130,648-55.4% | $72,985-20.1% |
| Participation rate | 96.4% | 58.6%+37.9pp | 71.7%+24.7pp | 69.5%+26.9pp |
| Annual return | 18.02% | 38.63%-20.6pp | 1708.96%-1690.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,116 | $2,384+156.6% | $3,603+69.8% | $3,607+69.6% |
| Admin fee / account holder | $4,207 | $3,549+18.5% | $5,464-23.0% | $5,124-17.9% |