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 | $49,477 | $53,127-6.9% | $86,590-42.9% | $70,131-29.4% |
| Participation rate | 72.0% | 65.3%+6.7pp | 73.5%-1.5pp | 69.5%+2.5pp |
| Annual return | 14.90% | 27.66%-12.8pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,667 | $2,068+28.9% | $2,839-6.1% | $2,342+13.8% |
| Participant deferral / active EE | $4,514 | $2,696+67.4% | $3,609+25.1% | $3,332+35.5% |
| Admin fee / account holder | $1,202 | $3,585-66.5% | $4,906-75.5% | $4,645-74.1% |