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 | $90,227 | $110,094-18.0% | $151,611-40.5% | $68,494+31.7% |
| Participation rate | 86.2% | 84.0%+2.2pp | 87.5%-1.3pp | 67.9%+18.3pp |
| Annual return | -14.97% | -10.12%-4.9pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,834 | $4,471-36.6% | $6,166-54.0% | $2,596+9.2% |
| Participant deferral / active EE | $4,575 | $6,527-29.9% | $8,363-45.3% | $4,027+13.6% |
| Admin fee / account holder | $1,493 | $7,719-80.7% | $11,616-87.1% | $5,403-72.4% |