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 | $96,193 | $137,414-30.0% | $189,513-49.2% | $85,850+12.0% |
| Participation rate | 93.8% | 84.6%+9.1pp | 87.8%+5.9pp | 69.3%+24.4pp |
| Annual return | 12.82% | 38.14%-25.3pp | 555.15%-542.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,597 | $4,344-40.2% | $6,162-57.9% | $2,565+1.2% |
| Participant deferral / active EE | $4,280 | $6,260-31.6% | $8,221-47.9% | $3,952+8.3% |
| Admin fee / account holder | $20,566 | $8,630+138.3% | $12,045+70.7% | $6,260+228.5% |