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 | $29,908 | $58,694-49.0% | $142,863-79.1% | $85,850-65.2% |
| Participation rate | 87.5% | 58.5%+29.0pp | 71.9%+15.6pp | 69.3%+18.2pp |
| Annual return | 15.13% | 27.72%-12.6pp | 5637.54%-5622.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,495 | $1,423+75.3% | $4,144-39.8% | $2,565-2.8% |
| Participant deferral / active EE | $0 | $2,607-100.0% | $3,837-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,963 | $4,239-30.1% | $6,560-54.8% | $6,260-52.7% |