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 | $94,167 | $49,173+91.5% | $121,098-22.2% | $75,163+25.3% |
| Participation rate | 78.1% | 55.4%+22.7pp | 69.5%+8.6pp | 67.2%+10.9pp |
| Annual return | 13.87% | 55.99%-42.1pp | 985.75%-971.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,751 | $1,546+78.0% | $4,164-33.9% | $2,670+3.0% |
| Participant deferral / active EE | $4,011 | $2,628+52.7% | $4,080-1.7% | $4,125-2.8% |
| Admin fee / account holder | $3,811 | $3,942-3.3% | $5,644-32.5% | $5,651-32.6% |