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 | $105,813 | $158,398-33.2% | $126,539-16.4% | $142,382-25.7% |
| Participation rate | 81.0% | 75.8%+5.1pp | 69.8%+11.1pp | 80.1%+0.8pp |
| Annual return | 10.61% | 593.76%-583.1pp | 425.95%-415.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,885 | $4,650+5.1% | $3,674+33.0% | $4,299+13.6% |
| Participant deferral / active EE | $4,486 | $4,767-5.9% | $4,083+9.9% | $6,507-31.1% |
| Admin fee / account holder | $21,656 | $6,918+213.0% | $6,065+257.1% | $12,624+71.5% |