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 | $88,134 | $65,409+34.7% | $98,442-10.5% | $85,850+2.7% |
| Participation rate | 89.3% | 65.0%+24.3pp | 73.3%+15.9pp | 69.3%+20.0pp |
| Annual return | 17.92% | 21.76%-3.8pp | 1492.73%-1474.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $4,040 | $2,168+86.4% | $2,960+36.5% | $2,565+57.5% |
| Participant deferral / active EE | $6,769 | $3,166+113.8% | $4,276+58.3% | $3,952+71.3% |
| Admin fee / account holder | $802 | $4,593-82.5% | $5,949-86.5% | $6,260-87.2% |