Filed February 22, 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 | $57,923 | $54,350+6.6% | $82,719-30.0% | $68,494-15.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.18% | -13.67%-1.5pp | 701.18%-716.4pp | -7.84%-7.3pp |
| Employer contribution / active EE | $5,106 | $2,218+130.2% | $3,009+69.7% | $2,596+96.7% |
| Participant deferral / active EE | $7,322 | $3,246+125.6% | $4,395+66.6% | $4,027+81.8% |
| Admin fee / account holder | $11,998 | $4,395+173.0% | $5,329+125.1% | $5,403+122.1% |