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 | $27,274 | $53,516-49.0% | $126,539-78.4% | $84,808-67.8% |
| Participation rate | 97.5% | 58.2%+39.3pp | 69.8%+27.7pp | 68.3%+29.2pp |
| Annual return | 15.98% | 58.34%-42.4pp | 425.95%-410.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,993 | $1,535+160.2% | $3,674+8.7% | $2,631+51.8% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,078 | $4,497+12.9% | $6,065-16.3% | $7,344-30.9% |