Filed February 2, 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 | $67,960 | $56,484+20.3% | $169,463-59.9% | $64,186+5.9% |
| Participation rate | 95.5% | 64.5%+30.9pp | 77.8%+17.7pp | 69.6%+25.9pp |
| Annual return | -2.35% | -1.55%-0.8pp | 1.83%-4.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,272 | $1,832+24.0% | $4,159-45.4% | $2,381-4.6% |
| Participant deferral / active EE | $5,469 | $3,448+58.6% | $5,277+3.6% | $3,470+57.6% |
| Admin fee / account holder | $11,853 | $4,174+184.0% | $9,109+30.1% | $4,888+142.5% |