Filed January 18, 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 | $161,321 | $106,890+50.9% | $84,015+92.0% | $152,861+5.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.19% | 104.99%-80.8pp | 71.31%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,783 | $2,734-34.8% | $1,983-10.1% | $4,762-62.6% |
| Participant deferral / active EE | $4,860 | $4,011+21.1% | $3,239+50.0% | $5,850-16.9% |
| Admin fee / account holder | $2,547 | $8,285-69.3% | $6,101-58.2% | $11,596-78.0% |