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 | $26,667 | $51,576-48.3% | $129,207-79.4% | $80,856-67.0% |
| Participation rate | 97.3% | 57.0%+40.3pp | 69.6%+27.7pp | 67.6%+29.7pp |
| Annual return | 15.01% | 20.81%-5.8pp | 9417.33%-9402.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,147 | $1,584+98.7% | $4,153-24.2% | $2,755+14.2% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $640 | $4,305-85.1% | $7,715-91.7% | $6,918-90.7% |