Filed January 6, 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 | $96,997 | $137,414-29.4% | $189,513-48.8% | $85,850+13.0% |
| Participation rate | 82.6% | 84.6%-2.0pp | 87.8%-5.2pp | 69.3%+13.3pp |
| Annual return | 11.84% | 38.14%-26.3pp | 555.15%-543.3pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,126 | $4,344-51.1% | $6,162-65.5% | $2,565-17.1% |
| Participant deferral / active EE | $3,338 | $6,260-46.7% | $8,221-59.4% | $3,952-15.5% |
| Admin fee / account holder | $9,886 | $8,630+14.6% | $12,045-17.9% | $6,260+57.9% |