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 | $23,073 | $48,570-52.5% | $130,648-82.3% | $72,985-68.4% |
| Participation rate | 92.7% | 58.6%+34.1pp | 71.7%+20.9pp | 69.5%+23.2pp |
| Annual return | 22.52% | 38.63%-16.1pp | 1708.96%-1686.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,459 | $1,334+84.3% | $4,092-39.9% | $2,440+0.8% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,304 | $3,549-63.3% | $5,464-76.1% | $5,124-74.6% |