Filed January 27, 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 | $151,162 | $57,354+163.6% | $83,848+80.3% | $64,186+135.5% |
| Participation rate | 94.5% | 68.6%+25.9pp | 76.1%+18.4pp | 69.6%+25.0pp |
| Annual return | -7.30% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,598 | $2,545+80.7% | $3,631+26.6% | $2,381+93.1% |
| Participant deferral / active EE | $5,907 | $2,993+97.4% | $4,082+44.7% | $3,470+70.3% |
| Admin fee / account holder | $837 | $4,046-79.3% | $5,478-84.7% | $4,888-82.9% |