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 | $55,141 | $100,852-45.3% | $90,404-39.0% | $158,922-65.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 15.50% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,408 | $3,689-61.8% | $3,262-56.8% | $4,761-70.4% |
| Participant deferral / active EE | $1,913 | $4,348-56.0% | $3,963-51.7% | $5,982-68.0% |
| Admin fee / account holder | $2,292 | $6,501-64.7% | $5,611-59.2% | $11,246-79.6% |