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 | $54,589 | $102,966-47.0% | $90,281-39.5% | $152,861-64.3% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 16.12% | 95.16%-79.0pp | 78.10%-62.0pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,739 | $3,139-44.6% | $2,854-39.1% | $4,762-63.5% |
| Participant deferral / active EE | $2,206 | $4,281-48.5% | $3,885-43.2% | $5,850-62.3% |
| Admin fee / account holder | $831 | $6,171-86.5% | $5,351-84.5% | $11,596-92.8% |