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 | $87,380 | $96,635-9.6% | $86,612+0.9% | $139,434-37.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.43% | 106.41%-87.0pp | 591.07%-571.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $5,547 | $3,263+70.0% | $3,022+83.5% | $4,751+16.8% |
| Participant deferral / active EE | $12,564 | $4,836+159.8% | $4,438+183.1% | $6,710+87.2% |
| Admin fee / account holder | $1,932 | $6,408-69.8% | $5,614-65.6% | $11,403-83.1% |