Filed January 10, 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 | $146,719 | $144,119+1.8% | $117,854+24.5% | $147,584-0.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.25% | 531.15%-508.9pp | 335.08%-312.8pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,606 | $4,896-46.8% | $3,786-31.2% | $4,876-46.6% |
| Participant deferral / active EE | $7,023 | $5,316+32.1% | $4,482+56.7% | $5,439+29.1% |
| Admin fee / account holder | $5,713 | $10,886-47.5% | $8,020-28.8% | $10,885-47.5% |