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 | $65,057 | $51,576+26.1% | $129,207-49.6% | $80,856-19.5% |
| Participation rate | 96.8% | 57.0%+39.8pp | 69.6%+27.2pp | 67.6%+29.1pp |
| Annual return | 13.78% | 20.81%-7.0pp | 9417.33%-9403.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,394 | $2,669+139.6% | $4,168+53.4% | $4,296+48.9% |
| Admin fee / account holder | $330 | $4,305-92.3% | $7,715-95.7% | $6,918-95.2% |