Filed January 9, 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 | $185,814 | $43,723+325.0% | $121,196+53.3% | $64,186+189.5% |
| Participation rate | 97.9% | 58.3%+39.5pp | 71.7%+26.1pp | 69.6%+28.3pp |
| Annual return | -5.19% | 68.91%-74.1pp | 16.93%-22.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,455 | $1,296+89.4% | $4,022-39.0% | $2,381+3.1% |
| Participant deferral / active EE | $5,052 | $2,280+121.6% | $3,344+51.1% | $3,470+45.6% |
| Admin fee / account holder | $8,513 | $3,501+143.2% | $5,019+69.6% | $4,888+74.2% |